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Integrating airSlate WorkFlow with Salesforce
Comprehensive document workflow automation in Salesforce has never been easier! Unlock the full potential of airSlate Workflow for your Salesforce operations to effortlessly execute document workflows with a single click.
About this program:
This certification program is designed to empower you with the skills you need to seamlessly integrate airSlate Workflow with your Salesforce organization. You will learn how to automate the processing of large datasets, establish connections with various systems and applications, and gain mastery over the entire document workflow creation process.
By the end of the program, you'll be fully equipped with the knowledge to implement end-to-end automated workflows that eliminate manual hassle and boost operational efficiency.
What you will learn
- How to integrate airSlate Workflow with Salesforce and automatically run document workflows
- How to efficiently handle data by collecting and routing it between different systems, and send documents to multiple recipients with a single click
- How to manage multi-level processes, control access permissions, and seamlessly collaborate with a team on document workflows
- How to create reusable templates with dynamic data, streamline contract negotiations, and transfer completed documents to your cloud storage services
Program structure:
Getting Started with airSlate WorkFlow for Salesforce
Are your data-heavy operations in Salesforce fast and seamless? Retain control of your document workflows by automatically launching and optimizing them without leaving your Salesforce organization.
30 minutes
2949
Generating Documents with Salesforce Data
Looking to change how your organization handles sales-based workflows and generates data-driven documents in Salesforce? Get familiar with document generation tools to automatically create reusable templates with dynamic data for multiple workflows in Salesforce.
30 minutes
2592
Collecting Data for Salesforce Records
Is collecting customer data taking too much time and creating hassle for your business in Salesforce? Automate your document workflows, collect customer data with ease, and seamlessly route data between the systems you’re using.
30 minutes
2760
Running Salesforce Operations in airSlate WorkFlow
How much time do you spend on scheduling and running parallel tasks in Salesforce? Find out how best to handle multi-level Salesforce processes, including visualizing steps, sending multiple documents at once, and managing access permissions for different recipients.
30 minutes
2901
airSlate WorkFlow Automation for Salesforce Bulk Sends
Do you know how to send documents to multiple Salesforce recipients in one click? Find out how to automatically send the documents you need to multiple recipients on schedule without copying and pasting emails one by one.
30 minutes
2958
Salesforce Contract Negotiation with airSlate WorkFlow
Is your team butting heads when negotiating contracts with stakeholders from inside and outside Salesforce? Discover how to manage a fast and neat contract negotiation process to keep all the data you need at hand without leaving Salesforce.
30 minutes
2626
Different Ways to Create Documents from Salesforce Records
Did you know you can automatically initiate processes and run document workflows right from Salesforce? Now you can connect your Salesforce organization to external pages, applications, or other systems you use with a single click of a button.
30 minutes
2744
Syncing Salesforce Data between Multiple Systems
Are you still switching between different apps and getting lost between different data storage solutions when routing your documents from inside and outside Salesforce? Start automatically storing completed contracts, sales orders, and reports to the cloud storage apps of your choice.
30 minutes
2601
airSlate WorkFlow Functionality for Salesforce Teams
How many challenges do you face when managing your team or enabling specific functionality in Salesforce? Learn how to adjust your workspace, grant permissions to users, and provide access to document workflow automation tools without any additional logins or verification right in Salesforce.
30 minutes
3177
How does learning work?
Create an account
Start your learning journey, study online at your own pace, and enjoy greater flexibility.
Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.
Looking for additional resources?
Browse catalogBoost efficiency with airSlate WorkFlow integration for Salesforce
Today's fast-paced workspace requires companies to keep up with the speed of now. The best way to do that is by using automation tools to speed up and automate business processes. The pandemic has shown us that going digital is crucial for businesses to survive and succeed. Automated electronic document management is an essential step to take in digital transformation — especially in sales and customer-related activities.
Thousands of companies worldwide use Salesforce’s cloud-based customer relationship management platform to help track customer activity and manage sales cycles. So, how do you automate workflow management in Salesforce? Let's dive in and see how businesses can improve their document generation and management with no-code automation and how they can benefit from it.
Document creation automation as a top priority for workflow management in Salesforce
Sales representatives juggle multiple daily tasks — from making the first contact with perspectives and preparing commercial proposals to closing deals and completing analytical sales reports. These efforts are often manual and repetitive, resulting in hours spent creating, completing, signing, printing/scanning, and sending various paperwork. Challenges before implementing workflow automation:- Time-consuming preparation and errors in documentation
- Slow sales cycle - often receiving documents back with missed data
- Inconsistent signing experience for customers
- Inability to streamline processes resulting in the need for multiple tools
- Financial harms from unclosed agreements
Automating sales in salesforce with airSlate WorkFlow
airSlate WorkFlow is a comprehensive solution for automating business processes across industries and company sizes, without the need for coding. With its no-code functionality, you can effortlessly create automated workflows for any process, letting bots handle the heavy lifting. Here’s what you get within a single platform with airSlate Workflow:- Document creation automation with data pre-fill options
- Contract negotiation and payment collection
- Web-forms creation and survey generation
- Legally-binding electronic signature tool
- Automated notifications and reminders
- Document status tracking and analytics
- No-code software integrations
How airSlate Academy empowers you to master Salesforce process automation setup
For those seeking more information and a starting point, we're here to assist! airSlate Academy offers specialized courses on integrating with popular business applications, empowering you to streamline daily operations. In about an hour, learn to link your solutions, set up bots for automated Salesforce document creation, and export CRM records effortlessly. Sign up on airSlate Academy, complete the Integrating airSlate WorkFlow with Salesforce course, and kickstart CRM automation today!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Workflow is a business activity comprising a series of repeatable tasks based on specific rules and conditions. These can be document creation, contract signing, invoice approval, etc. Salesforce workflow automation performs typical Salesforce processes in the background upon a particular trigger. For example, it can automatically create customers' records in the CRM after they complete an electronic form or send them an email notification after their request has been processed.
Leverage the airSlate Workflow platform to automate your workflows in Salesforce. Begin by setting up your account and seamlessly integrating it with Salesforce. Next, effortlessly incorporate no-code bots and establish rules by defining the criteria (the "if" condition), the actions (the "then" part), and the evaluation criteria to determine the specific actions that should activate the rule.
Any business process you run with a Salesforce platform can be automated with native tools or through integration with other programs. These can be a record or task creation, field update, sending email alerts and reminders, generating outcoming emails to customers, etc. Integration with third-party solutions like airSlate WorkFlow allows users to do much more (contract signing, auto-filling documents with Salesforce records, or importing documents from other systems), making Salesforce workflow automation even more effective and flexible.
When setting up a workflow in Salesforce using its built-in tools, ensure the rules are enabled after the setup. For airSlate WorkFlow integration, tailoring actions for your Salesforce records involves adding a suitable integration bot, linking accounts, mapping fields, establishing conditions, and specifying whether the bot should run continuously or once.
Salesforce provides various tools to streamline business processes, from guided visual experiences and backend automation to approval automation. Leveraging Flow Builder allows you to automate a significant portion of your organization's recurring tasks. Additional features such as approval processes, Flow Orchestration, Einstein Next Best Action, and Apex enhance automation capabilities.
Utilize airSlate WorkFlow to automate effortlessly document generation, contract negotiation, and various routine tasks. Establish a contract pre-fill linked to Salesforce records swiftly through integration bots. Automate the contract signing process and export the electronically signed document to Salesforce records. Explore further in our course on Integrating airSlate WorkFlow with Salesforce.
When utilizing airSlate WorkFlow, seamlessly link it to your Salesforce account to automate core business processes without needing an API code. airSlate harnesses no-code bots tailored for specific automated tasks. Join the course on Integrating airSlate WorkFlow with Salesforce for further insights.
Yes, Salesforce provides email automation features, allowing users to configure email templates for automatic dispatch triggered by specific events or criteria. For expanded email automation functionalities, explore the integration of airSlate WorkFlow with Salesforce.
Salesforce record types serve as a method to classify and group various record sets in a single object. They provide the flexibility to tailor the display, management, and utilization of distinct record groups. With record types, we can define a record category exhibiting diverse picklist values and page layouts.
Identify your needs and requirements to select the ideal automation tool for automating your CRM processes. Then, explore the top tools that meet your criteria. Lastly, complete our comprehensive course on Integrating airSlate WorkFlow with Salesforce to learn how to enhance your CRM workflows and boost sales effectively.