When a ToDo object is registered in Salesforce, add it to Notion.

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■Overview

This is a flow that adds a record to a Notion database when a ToDo object is registered in Salesforce.

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■Recommended for‍

1. Business personnel using the ToDo object in Salesforce

・Those who want to improve work efficiency by eliminating the need to manually transfer ToDos to Backlog issues

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2. Teams utilizing Notion

・Those who manage tasks and projects in Notion and want to centrally manage Salesforce ToDos in Notion as well

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■Benefits of using this template

Salesforce is a tool that can efficiently manage ToDos generated from various business activities such as sales and customer management. However, managing ToDos only within Salesforce can make it difficult to grasp the progress of tasks across the team and who is responsible for which tasks, potentially hindering smooth collaboration within the team.

By implementing this flow, ToDos registered in Salesforce are automatically added to the Notion database, allowing the entire team to quickly share task progress. Notion's database can visualize tasks in various formats, making it easier for team members to understand not only their own tasks but also the status of other members' tasks.

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■Notes‍

・Please integrate both Salesforce and Notion with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set with Flowbot will result in errors, so please be aware.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

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Notion