Workflow Apps
-
■
Automatic Update Salesforce Customer Master
This workflow automatically imports Salesforce Account objects into the Account Choice Master. It starts automatically every day at 7:00 AM. Salesforce Account objects are added, changed, and deleted through various workflows and direct input from Salesforce.…
-
■
Add/Update Salesforce Account Object
This workflow is for adding and updating a Salesforce trading partner record. In the case of a new registration, the supplier record is added to the supplier object. If the registration information is changed, the supplier…
-
■
Project Report Request App
This workflow instructs the sales representative to report on high-profile deals, automatically creating a weekly list of deals from Salesforce, narrowed down by expected completion date, accuracy, etc. Automatic reporting instructions are given to the sales…
-
■
Salesforce Cooperation App
It accesses various objects stored in Salesforce. Either of search by query/append records/update record is done by specifying an access method. It can be initiated by Register/Retrieve clients or Register/Retrieve negotiations workflows. It is possible to…
-
Automatic Update Salesforce Customer Master
This workflow automatically imports Salesforce Account objects into the Account Choice Master. It starts automatically every day at 7:00 AM.…
-
Add/Update Salesforce Account Object
This workflow is for adding and updating a Salesforce trading partner record. In the case of a new registration, the…
-
Project Report Request App
This workflow instructs the sales representative to report on high-profile deals, automatically creating a weekly list of deals from Salesforce,…
-
Salesforce Cooperation App
It accesses various objects stored in Salesforce. Either of search by query/append records/update record is done by specifying an access…