Add to Salesforce when a post is published in WordPress.

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■Overview

This is a flow to add a post to Salesforce when it is published on WordPress.

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■Recommended for

1. Companies using WordPress for content management

・Writers creating articles about their own products

・People managing information on articles published on WordPress

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2. Companies utilizing Salesforce's database

・Sales representatives managing customer information centrally using the database

・Administrative staff linking information related to sales activities

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■Benefits of using this template

WordPress is an effective tool for content creation and publication, leading to efficient promotional activities.
However, manually entering WordPress information into Salesforce each time hinders operational efficiency.

This flow is suitable for those who want to smoothly share information on published articles.
Once a post is published on WordPress, it can be immediately registered in the Salesforce database, increasing the speed of information sharing.
Additionally, by utilizing quoted information for registration, it prevents input errors that occur with manual entry, thus improving efficiency.

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■Notes

‍・Please integrate both WordPress 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, 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 2-week free trial. During the free trial, you can use apps that are normally restricted.

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