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Self-paced
Update Salesforce Records
212 students
15 minutes
Update your Salesforce records with new data in seconds. Sounds too good to be true? Discover how to keep your Salesforce record automatically updated and accurate without lifting a finger.
About this course
This course takes you through the process of streamlining Salesforce workflows by automatically updating existing records with relevant information from other documents. You’ll learn how to connect your document workflows with Salesforce records to ensure automatic, timely, and relevant data updates.
By the end of this course, you'll understand how to use no-code automation so you never have to duplicate information from your documents to update Salesforce records.
What’s included?
lessons to explain how to automatically update Salesforce records
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to save time by automating Salesforce record updates
How to ensure Salesforce data is relevant and error-free
How to add value to document workflows with no-code automation
Who is this course for?
Anyone using Salesforce in their business routines
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills
Start learning today
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Take Your Business Farther With Speed and Efficiency: Change Record Types in Salesforce Faster Than Ever Before With airSlate WorkFlow
The aphorism Time is Money, has never been as relevant for business as it is today. Nowadays, the quality and price of goods and services are not as directly related to customer choice as they used to be. What matters now is the speed at which a customer or client can receive what they want. The ability to respond quickly to customer needs and arrange workflows fast and efficiently is what helps companies win and retain users, buyers, readers, etc., and ultimately lead in the market.
Learn about all the benefits of integrating various solutions and systems of record below:
- Gain actionable customer data. Understand customer behavior to personalize offers and increase loyalty.
- Enhanced mobility. Close deals more efficiently using a complete customer portfolio stored in the cloud and accessible from anywhere.
- Simplified access to customer information. Enable sales reps to make better offers based on customer data in just a few clicks.
- Saved time on repetitive data entry. Eliminate data duplication with Integration bots that push and pull data without human involvement or interaction.
- Streamlined orders. Turn generating proposals into a fast, consistent, and accurate process.
Use cases proving that integrating Salesforce and airSlate WorkFlow is a great idea
Integrating Salesforce and airSlate WorkFlow can enhance cross-department information exchange, enabling sales reps to close more successful deals. However, it’s not only about mutual access to databases but also about an opportunity to impact and update databases across an entire organization without human interaction. Thus eliminating the human factor associated with error. By knowing a Salesforce record type’s ID, users can easily match fields and enable seamless data transfer to the Salesforce database. It suits well for updating customer contact information. Sales reps can also benefit by updating customer profiles on the last purchases to expand opportunities for future offers. Meanwhile, e-commerce platforms can configure the Update Salesforce records bot to get updates on new shipments and orders.
Learn how to configure airSlate WorkFlow’s bot to change Salesforce record types
Configuring airSlate WorkFlow’s Update Salesforce records bot can be difficult for users who haven’t dealt with automation software platforms before. That’s why airSlate WorkFlow has developed a course to teach users how to update a record field in Salesforce triggered by the bot. By the end of the course, users will know how to connect both platforms, match relevant fields for data transfer, and configure automation for Salesforce document updates. It takes 10 minutes to set up the bot for updating the following field types: text, number, date, signature, initials, dropdown and checkbox options. It’s perfect for document templates, contracts, and spreadsheets.
To set up the airSlate WorkFlow bot:- Connect your Salesforce account to airSlate.
- Choose the Salesforce object you want to update (e.g., Contact).
- Map the fields from your document to the corresponding Salesforce fields.
- Set conditions to identify the specific Salesforce record to update.
- Define when you want the bot to trigger the update.
- Adjust other advanced settings.
The course consists of instructions and illustrations, examples of use cases, and tests to assess student progress. The course focuses on just one of the numerous bots airSlate WorkFlow has to offer. airSlate WorkFlow integrates with many other platforms via easy-to-set-up Integration bots. By reducing monotonous manual work, airSlate WorkFlow saves a lot of time and helps serve customers faster and better.
airSlate WorkFlow is a robust automation platform that streamlines document-centric business processes without coding. Its bots can significantly speed up and streamline workflows, and its intuitive interface, high-security standards, and numerous integrations have already influenced thousands of companies worldwide.
Get started 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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You need to use airSlate WorkFlow. Build a powerful integration using a document process automation solution with CRM-system, link accounts, map fields, and customize triggers for software robots – bots that automatically update Salesforce records when particular conditions are met. For example, you can set up a workflow to update client information after each new order they make.
Without automation software, you can spend a good amount of time manually transferring data between multiple systems. However, there's an excellent solution to that. Set up automatic Salesforce record updates using airSlate WorkFlow. Create your own if-this-then-that logic, and bots will work for you 24/7, even while you sleep.
Go to the Setup menu > choose the Object for the Record Type ID under Object Manager > pick Record Types > choose the respective record > locate the record type (characters found after “RecordTypes/).
You can create a specific formula to get a record type ID in Salesforce, or you can go through Setup and Object Manager, select a needed record type, and find the second alphanumeric set in the URL bar. This number is the record type ID that you’re looking for.
The ability to change record types in Salesforce depends on the set user permissions and the configuration settings. Start by opening the record you want to modify > select the desired record type > edit it, select the new record type you want to assign to the record and save the changes.
Yes. When working in airSlate WorkFlow, this procedure takes less than five minutes. Add the Update Salesforce record bot to your workflow instance, connect your account, map fields (to let the system know what information it has to change), and share the workflow with teammates or test it on your own. Every time the conditions are met, the bot will actualize existing information.
airSlate WorkFlow allows you to change virtually any information saved in your records, except for some internal data. On the step of adding bots, you need to indicate fields that the system must update. To learn more about setting up bots, consider completing courses by the airSlate Academy and become a business process automation expert.
Sure! You need to design a new workflow in airSlate WorkFlow, upload or create documents that’ll be used in this work process, and add the appropriate bots. For maximum effectiveness, consider completing our Academy course on Salesforce to learn how to properly set up bots.
Yes, you can launch airSlate WorkFlow and learn how to create business automation processes on your own. We recommend that you complete the airSlate Academy to familiarize yourself with all of airSlate WorkFlow’s capabilities and take advantage of all of its opportunities.
The entire course takes about 15 minutes to complete. You’ll learn how to set up bots and make them run on conditional logic for a seamless workflow. Finally, after learning all the information provided in the course and successfully passing the quizzes and tests, you’ll get a verified certificate.
Update Salesforce Records
The Update Salesforce Records course at airSlate Academy aims to streamline the process of updating Salesforce records by automating data entry from completed documents. This course guides you through setting up an automated workflow using airSlate's Update Salesforce records bot, saving you time and effort typically spent on manual data entry. Salesforce integration with airSlate WorkFlow ensures that your CRM records remain up-to-date with the latest information from customer documents, forms, surveys, etc.
What you will learn:
- How to connect your Salesforce and airSlate WorkFlow accounts
- How to select a Salesforce base object
- How to map document fields with Salesforce object fields
- How to add search criteria for starting records
- How to set conditions to automatically update your CRM records
Course lessons include:
- Introduction.
- Understand the airSlate WorkFlow’s main concepts and dive into typical use cases for the Update Salesforce records bot.
- Bot settings instructions.
- Learn how to connect, manage, and share Salesforce accounts, how to choose and map Salesforce base objects and related objects with document fields. Get strategies for identifying and selecting the appropriate starting records in Salesforce.
- Bot Execution Conditions.
- Explore how to set up conditions under which the bot will update your Salesforce records. Focus on the advanced settings for more refined control and actions in case of bot failures.
Who should enroll:
The course is perfect for Salesforce administrators, sales representatives, and anyone working with data management who wants to automate Salesforce updates for enhanced productivity and data accuracy.
By the end of the program, you will master the skills of configuring the Update Salesforce records bot to automate Salesforce record updates using data from various document workflows. Enroll in the airSlate Academy now and improve efficiency in your everyday operations.