Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.

■Overview

This is a flow that adds a ToDo object registered in Salesforce to a Google Sheets database.

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■Recommended for‍

1. Business personnel using Salesforce ToDo objects

・Those who want to list and analyze tasks managed with Salesforce ToDo objects on Google Sheets

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2. Team leaders and managers

・Those who want to visualize ToDo information on Google Sheets to aid in progress management and understanding the team's status

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■Benefits of using this template

Salesforce is an excellent tool for efficiently managing ToDos used in various tasks such as sales progress management and customer service. However, manually transferring ToDos registered in Salesforce to Google Sheets is burdensome for personnel and poses risks of errors and information leaks.

By implementing this flow, when a ToDo object is registered in Salesforce, the ToDo information is automatically added to the Google Sheets database. This frees personnel from the redundant manual input work, allowing them to focus on their primary tasks.

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■Notes‍

・Please integrate both Salesforce and Google Sheets 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 of the flow bot you set will result in errors, so please be careful.

・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.