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airSlate is everything you need to create, integrate, and automate your document workflows.
Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.
What does it take to pull together all the tools and solutions you need for running workflows in Salesforce?
Switching between multiple apps and paying for expensive integrations only complicates your Salesforce operations.
airSlate transforms the most cumbersome routine tasks into fully-automated workflows without extra hassle or having to adopt several solutions at once. airSlate no-code automation allows you to save time creating custom document workflows for contracts, price lists, business proposals, and quotes, making critical operations in Salesforce fast and seamless.
Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, not manual tasks.
Deliver maximum value to your Salesforce organization by using the Custom button functionality. Automatically generate contracts, reports, sales orders, or invoices with data taken from Salesforce records.
Custom button is a built-in Salesforce functionality that allows users to integrate Salesforce data with external URLs, applications, and other systems they use in a single click.
To create a custom button. follow the steps below:
• Log in to your Salesforce organization and find your way to the App Launcher. Then, proceed to the airSlate Admin Tools, select the Custom Buttons tab on the left, and click Create Button.
• Name your button and click Next to Action Settings. In the Action Settings tab, select the action you need.
• Then, select the Custom Button Mode and click Next to Layouts and Lists or switch to the Layouts and Lists tab.
• Use the quick find to search for layouts and lists. Select whether to view the lists, the layouts, or both in the Show Layouts and lists dropdown. Once done, click Finish.
That’s it! The button will be automatically created and added to your Salesforce object(s) or List Views. Proceed to the Salesforce records to start using it with your airSlate Flow.
Let’s see what else you can do with airSlate.
First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.
Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.
Then, set up your specific Documents, Workflows, and Bots.
Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.
Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.
Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.
If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.
Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website. After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.
For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.
View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.
If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.
Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.
Want to try airSlate for Free? Just click the link in the description and begin streamlining your processes right away.
Discover the power of streamlining your document workflows in Salesforce with airSlate. Revolutionize the way you handle important files, contracts, and records with our cutting-edge automation solutions.
Gone are the days of manual data entry and tedious paperwork. With airSlate, you can automate your document processes, ensuring accuracy, efficiency, and increased productivity. Our intuitive platform integrates seamlessly with Salesforce, offering you a comprehensive solution for all your document management needs.
Say goodbye to time-consuming tasks and hello to instant results. With airSlate, you can effortlessly create, edit, and manage documents within Salesforce, all in one centralized location. Harnessing the power of automation, our platform automates data extraction, eliminating errors and saving you valuable time.
Boost collaboration and communication by easily sharing and editing documents across your entire team in real-time. With airSlate, everyone can stay on the same page, making revisions and approvals a breeze. Our robust tracking system provides full visibility into the status of each document, ensuring a smooth and efficient workflow.
Worried about compliance and security? Rest assured, airSlate is fully customizable to meet your organization's unique requirements. Set up permissions and access controls to ensure sensitive information is protected. With our advanced encryption and secure storage, your data remains safe and confidential at all times.
Unlock the true potential of your Salesforce platform with airSlate's automation capabilities. Say goodbye to manual document handling and hello to streamlined workflows. Experience the freedom of focusing on what matters most—growing your business and delivering exceptional customer experiences.
Join thousands of satisfied customers who have transformed their document processes with airSlate. Start automating your document workflows in Salesforce today and witness the power of efficiency, accuracy, and seamless collaboration.
To access the video instructions on how to Automate Document Workflows in Salesforce with airSlate, simply visit the airSlate Academy website. There, you'll find a collection of free pages with video tutorials available for all users to access. These videos provide step-by-step guidance on automating document workflows in Salesforce using airSlate.
Yes, there is a transcript available for each video instruction. The transcripts are provided alongside the video, allowing users to easily follow along or review the content at their own pace. This helps ensure that users can fully grasp the concepts and details discussed in the video.
The video instructions on how to Automate Document Workflows in Salesforce with airSlate have a duration ranging from 40 seconds to 1 minute for each video. These concise yet informative videos are designed to provide users with quick and effective guidance on utilizing airSlate to streamline their document workflows in Salesforce.
While an airSlate account is not required to access the video instructions, having an account can enhance your experience. By creating an airSlate account, users gain access to additional features and resources beyond the video instructions. This includes the ability to enroll in related academy courses and further expand their knowledge and skills in document automation.
Automating Document Workflows in Salesforce with airSlate is incredibly easy. The video instructions provided on the airSlate Academy website offer clear and straightforward guidance, allowing users to follow along effortlessly. By connecting documents to different apps people are already using, airSlate showcases its power in simplifying and optimizing document workflows. With airSlate, you can automate tedious tasks, save time, and improve overall efficiency within your Salesforce processes.