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This course explains how to automate your operations with customer data while eliminating manual input and unnecessary paperwork. You’ll learn how to advance your data-heavy workflows in Salesforce so you can devote more time to closing deals and reaching out to new customers.
By the end of this course, you'll be able to automatically create new records in Salesforce once your recipients enter the necessary information into the documents you share with them.
Maintaining an accurate database of customer information is one of the key points for a successful business. This is why companies rely on customer relationship management (CRM) systems such as Salesforce — a cloud-based platform for managing business processes in sales, customer service, and digital marketing. You can adapt your CRM to just about any business need. However, as great as most CRM systems are, customization is necessary if there aren’t enough functions for automating complex business logic. One of, if not the biggest reasons companies all over the globe are implementing powerful workflow automation software.
Advanced software can automatically create new Salesforce records with the most up-to-date and accurate information. airSlate WorkFlow’s bots are exactly the technology that supports workflow optimization, enhancement, and efficiency for cutting unnecessary operational costs.
The Create Salesforce records bot tackles repetitive tasks and automatically creates new records in Salesforce using data from completed documents when certain conditions are met. For example, airSlate WorkFlow can automatically transfer data from a recently completed “New Client Registration Form” to create new leads. This enables teams to save time for completing more critical tasks, attract new customers, or support existing ones, all while having up-to-date data on hand.
Think about all the work you do manually, from sending emails to entering contact information and creating records in Salesforce. With automation, you can make the job easier and never feel overwhelmed again. Many resources can help you do this. But the most important thing is to improve your CRM using simple automation features that work for teams.
airSlate WorkFlow’s workflow automation provides all the necessary tools needed for replacing repetitive and routine actions usually performed by a human, with software robots called bots, without having to code a single line.
Automation is needed when scaling your business. As a company grows, the volume of work grows too, dramatically even. The manual creation of ten customer entries is not the same as creating one thousand entries. Automated creation of records in Salesforce helps relieve employee workloads, saving them more time to close deals, build connections with prospects, and provide excellent customer service.
Optimizing workflows is one of the most popular areas of corporate technology because of its ability to transform work and provide the following advantages:If you have a workflow that you want to automate right now, you can try airSlate WorkFlow. We provide an array of necessary tools for optimizing the way a business operates and courses to share hands-on experience for using our end-to-end solution.
Completing our courses will give you the basic knowledge needed for automatically creating a record in Salesforce and establishing more efficient workflows for your teams. You’ll learn how to install the Create Salesforce records bot and customize it to your needs.
The strategy that comes along with implementing automation is and should be unique for each company and may seem complicated. That's why we've created a set of training courses to help you quickly understand the processes and get started easily. With free certification programs, you can advance your digital transformation skills from basic business and document processes to expert automation deployment.
We recommend taking our online Academy, starting with the airSlate WorkFlow Fundamentals Certification Program and No-Code Bots: the Ultimate Guide course. Receive a professional certificate with the airSlate WorkFlow logo to verify your achievement and expand your career prospects.
A Salesforce record is a “label” that allows users to differentiate and organize the data in a Salesforce database. Records come in different types depending on the case or a user’s preferences. For instance, Opportunities can be of varying record types depending on the source of the revenue (from new leads, existing customers, or resellers).
Any bot within airSlate WorkFlow is set up to automate the specific scope of a workflow by operating based on if-this-then-that conditional logic. When it comes to the Create Salesforce records bot, it serves to automate record creation from specific data filled in the document. It helps users streamline routine operations by removing the necessity of manually transferring data from documents into a Salesforce system.
One of the most popular use cases for the Create Salesforce records bot is collecting a prospect’s data via a web form. Suppose you send out forms to collect contact information so that you can reach out to your potential customers later or start capturing data for analytics purposes. All you need to do is set up the bot and configure it using your preferred method. The bot will start acting based on the preset conditions and settings.
To launch the bot, begin by adjusting your form and clicking Add Bot to select it from the Salesforce category → Connect your Salesforce account and select the relevant base object for record creation → Map document fields to Salesforce object fields and set trigger conditions for the bot. Finally, click Apply to save settings, share the workflow via a link, and upon form completion, the bot automatically creates a Salesforce record.
Yes, you can connect multiple accounts to our bot. Every time you add a new connection, make sure to select the Salesforce instance (Production, Sandbox, or Custom URL). The Create Salesforce records bot lets you easily disconnect it at any time.
Yes, this option is available. Before enabling a new connection, choose Sandbox as your Salesforce instance. Sandbox is an isolated environment where you can safely create Salesforce records and test the bot’s functionality without compromising your network resources and data.
You can learn how to create a record in Salesforce without creating an account in airSlate WorkFlow. However, we highly recommend you do so. The course is self-paced and doesn’t require any special skills or knowledge of bots. You can learn how to configure the bot and put your knowledge into practice right away. Overcome challenges connected with setting up airSlate WorkFlow by having an airSlate WorkFlow account while you progress through your airSlate Academy course.
Our bot lets you match the document/form fields to Salesforce object fields with the help of the Mapping feature. You don’t need to take any extra steps to verify how accurate the data in your newly created Salesforce record is. If you want to learn more about how to create a record in Salesforce and map fields, enroll in our course on how to create Salesforce records.
Our interactive course features step-by-step guidelines on how to set up and launch the bot. In one of the last sections, “How to set it up,” you can find a video showing the entire setup and execution process. At the end of the course, you can take a quiz to refresh what you learned about how to create a record in Salesforce.
airSlate Academy offers dozens of courses that will help you learn the ropes of workflow automation. However, if you’re specifically interested in how to get the most out of the Salesforce integration, you can check out other courses and learn the ins and outs of the following bots:
The Create Salesforce Records course from airSlate Academy teaches you how to streamline the process of creating Salesforce records using data from your document workflows. This course is ideal for anyone looking to enhance productivity by automating data entry into Salesforce, particularly in roles requiring frequent data updates and CRM record creation.
This comprehensive course is ideal for Salesforce administrators, marketing experts, sales professionals, and individuals seeking to streamline tedious data entry tasks and enhance workflow efficiency and productivity.
By the end of the program, you will acquire the skills to seamlessly automate Salesforce record creation using airSlate WorkFlow, significantly saving time and reducing manual input errors. Enroll now to transform your document workflows and elevate your efficiency!