■Overview
This is a flow that registers a record in Salesforce when a workflow is approved in Garoon.
■Recommended for
1. Those who execute workflows using Garoon
・Project managers and team leaders
・Business process managers and staff
2. Companies managing opportunities in Salesforce
・Sales assistants managing detailed data related to sales activities
・Executives or sales directors overseeing all internal projects
■Benefits of using this template
Garoon allows you to set up custom forms within your company, making it an effective tool for visualizing the progress of various business workflows.
However, manually entering Garoon information into Salesforce after each workflow approval may hinder overall organizational productivity.
This flow is effective for those who want to secure time for core tasks and improve productivity.
It automatically adds information from approved workflows in Garoon to Salesforce, significantly reducing the time spent on data entry.
By eliminating the time spent on manual entry, you can allocate more time to high-priority tasks.
■Notes
・Please integrate Garoon and Salesforce 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, the operations and data connections set in the flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are typically restricted.
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