Pre-fill from Salesforce Records

Instead of manually retyping data from your Salesforce contact records into your documents, you can use airSlate WorkFlow automation tools like its Salesforce Integration bots. After you create a workflow instance, add the Pre-fill from Salesforce Record bot to smoothly pass contact information to forms. To get detailed instructions on how to set up the bot and automatically export contacts and other data from your CRM, take the related course in the airSlate Academy. It’s free!

If you’re searching for Salesforce training courses for your admins and other staff to learn how to work with the CRM professionally, you can find different options on the web, both free and paid. Services like LinkedIn provide great courses covering Salesforce. The Trailhead platform offers Salesforce Academy courses that are totally free covering topics from the basics to new product features. The airSlate Academy offers free training courses dedicated to workflow no-code automation using Salesforce bots for seamlessly integrating your CRM with airSlate WorkFlow and eliminating error-prone manual data processing.

airSlate WorkFlow offers you a simple yet effective way of exporting information from Salesforce records to various forms and reports automatically. Just add and install the Pre-fill from Salesforce Record bot to your workflow instance. When properly set up, it’ll instantly pre-populate documents with the information you need from your CRM.

airSlate WorkFlow uses no-code robotic software solutions (bots) that help to minimize manual data input in your Salesforce CRM base, saving working time and costs. When you need to extract some information from a document and add it to a Salesforce record, simply add the Export to Salesforce bot to your workflow. You can find details on how to properly set it up here and following the corresponding course at the airSlate Academy.

Unlike Salesforce’s native features for data extraction, airSlate WorkFlow allows you to transmit information about your leads from your CRM system to forms and reports automatically. What you need to do is include the Pre-fill from Salesforce Record bot to your workflow, connect one or several CRM accounts, and configure the bot accordingly. Find out in detail how to properly select objects and map fields to automatically export leads from Salesforce into your reports by taking a free course with the airSlate Academy.

Using airSlate WorkFlow, you can set up automatic data transmission from a Salesforce record to forms and documents and save a bunch of time and effort. The platform uses no-code bots, which means there’s no need to have any programming skills or hire an IT expert to assist in configuring data export. Add the Pre-fill from Salesforce Record bot to your workflow, connect your CRM account (adding several accounts is possible), set the basic CRM object and the form that you need to auto-populate, then map the corresponding fields. You can get full guidance on how to automatically export data from Salesforce by enrolling in the airSlate Academy.

Salesforce has its own built-in exporting data methods, which you can use to transmit information from Salesforce records (manually or automatically), however, only once a week or month. If you’re searching for how to export data from Salesforce regularly and without limits, take advantage of the airSlate WorkFlow automation platform and its Salesforce bot that allows you to quickly pre-populate forms and spreadsheets with information from your CRM. The setup process is minimal and doesn’t require the help of IT specialists.

With airSlate WorkFlow, it’s easy and only takes a few minutes. When your workflow is ready, navigate to the bots setup page and choose the Pre-fill from Salesforce Record bot. Once installed, link your Salesforce account (it’s possible to connect several different accounts), configure Basic and Advanced settings, and map the fields in your form with the relative data in your CRM. Also, you’ll need to select the initial record in a document, which will activate the bot to pre-populate the mapped fields. You can find more details on the configuring process by joining the relative Salesforce bot course at the airSlate Academy (completely free of charge).

Salesforce allows users to extract data from the system and save it as a new Excel document by creating reports with unique ID values for various Salesforce records. These reports can be later exported to Excel but only once a week or month. airSlate WorkFlow allows you to pass information and auto-populate spreadsheets in your workflows without limits. When creating a workflow, simply install the Pre-fill from Salesforce Record bot (any one, even someone without coding skills can easily set it up). For the bot to send data to a spreadsheet, choose Table when selecting the type of data to map. To find more directions on how to export data from Salesforce and properly configure all bot settings, sign up for the related course with the airSlate Academy.

airSlate WorkFlow’s Salesforce bot can fail in transmitting data to your reports or invoices if you configure it incorrectly (for example, if the wrong fields were mapped). You can decide what the tool should do in case this happens while configuring the bot. There are two options to choose from: you can set the condition to proceed with the revision so you can view the content, or block the revision so that you’ll get a warning sign about the Salesforce bot’s failure. You’ll get more information on how to properly set all settings and export data from Salesforce in the related course from the airSlate Academy. Enroll now for free!