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With Yoom, anyone can easily integrate OneDrive and Salesforce without any code! For example, you can create a folder in OneDrive when an account is registered in Salesforce. Start by trying out the convenient templates to integrate OneDrive and Salesforce right away.
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When the status is changed in Salesforce, save the file to OneDrive.
This is a flow that saves a file to OneDrive when the status is changed in Salesforce. It allows for centralized management of files in the cloud, enabling all team members to access the same information.
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When an account is registered in Salesforce, create a folder in OneDrive.
When a record is registered in the Salesforce Account object, a folder is automatically created in OneDrive, and the folder URL is added to Salesforce. This flow prevents information leakage and duplication, ensuring smooth business processes.
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When an account is registered in Salesforce, create a folder for each account in OneDrive.
This is a flow that creates a folder in OneDrive for each account when an account is registered in Salesforce. By utilizing this flow, folders are automatically created in OneDrive, eliminating the need for manual folder creation. It is recommended for those who want to streamline administrative tasks.
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