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Self-paced
Different Ways to Create Documents from Salesforce Records
510 students
30 minutes
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.
About this course
This course takes you through the setup process of generating reports, collecting customer data, and running processes from Salesforce in a single click. You’ll learn how to enable your recipients and team to automatically open other pages inside or outside your organization, directly access objects and record pages, or launch custom links.
By the end of this course, you'll be able to work with custom buttons in Salesforce to run document workflows or data-heavy operations right from your Salesforce account.
What’s included?
lessons to explain how to run Salesforce processes in one click
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to automatically run your document workflows from Salesforce
How to adjust, schedule, and automate any process in Salesforce
How to keep the data you need at hand by connecting external applications
How to access internal and external pages without leaving Salesforce
Who is this course for?
Anyone who wants their Salesforce organization to work more efficiently
Anyone looking to gain more knowledge of built-in Salesforce functionality
Those interested in advancing their career with new skills
Start learning today
Sign now for free
Making the most out of Salesforce document automation with airSlate WorkFlow
Salesforce, which started as a CRM, offers users much more functionality in managing massive data sets and using intelligent process automation for document-based workflows. Even though Salesforce has been around for many years and almost has no equals on the market, it needs some critical tools and resources for managing papers and workflows and integrating them into a single ecosystem.
airSlate WorkFlow is here to fill this gap. Our solution is a smooth, all-in-one, no-code business process automation platform that features the following:
- Document and web forms generation: create documents, and update and manage them directly from your Salesforce account so they can be automatically pre-filled with your desired data.
- eSignature solution: sign documents confidently and collect legally-binding signatures using our built-in eSignature solution that follows all required laws and compliance standards.
- Data routing between documents and CRMs: pull and push data with ease with minimal effort.
- Document sharing, delivery, and storage: send, share, and keep documents securely.
How the document workflows automation and creation work in airSlate WorkFlow
Using airSlate WorkFlow in conjunction with Salesforce is always about flexibility. And when it comes to document generation, in particular, with airSlate, you can benefit from different ways of creating polished and professional-looking forms from scratch. Not only can you upload existing files and populate them with fillable fields, but you can also create documents based on DOCX templates. Our platform also allows you to use conditional logic-to-document execution processes and automates your entire approval lifecycle. Documents can gather different types of customer data and route it to Salesforce records or prefill other forms with it. In addition, you can collect payments directly through your documents. You can schedule, automate, and run all the operations mentioned above using Custom buttons that airSlate generates automatically for Salesforce admins.
Getting started with intelligent process automation for document-based workflows
With the airSlate WorkFlow integration app for Salesforce, you can connect these two platforms in mere minutes. The app lets you configure Custom buttons and lets users in and outside Salesforce create documents and run workflows. What’s more, airSlate WorkFlow offers a rich choice of bots to help you push and pull data back and forth between documents and apps, store data in Salesforce or any preferred storage services, and more. Again, airSlate WorkFlow is all about flexibility. You can start and manage document creation in airSlate WorkFlow or Salesforce - whatever platform suits you the best.
Introducing a new Salesforce course by the airSlate Academy
We constantly put effort into improving every step of document workflow automation and creation to make them easier for Salesforce users. That’s why we designed a specialized course that will guide you through generating documents in different ways with records from Salesforce. The course will help you learn to set up and run automated document workflows and processes directly from Salesforce with our solution. As you read it, you will get access to insightful information, quizzes, and use cases to help you make the most of this Salesforce course.
Enroll in our free self-paced course now! We promise you an enjoyable training and learning experience.
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 can take advantage of our abundance of options to create documents online rather than downloading specialized software that just takes up too much space on your hard drive. You need to select the one that’s easy to use, affordable, powerful, and secure. Also, if you want to extend your document generation functionality, use airSlate WorkFlow. You can create documents from scratch or with pre-designed templates, setting them up for data and signature capture and connecting them to various apps your company uses.
airSlate WorkFlow helps you create, edit, and configure documents within Salesforce efficiently. There are multiple ways to create documents in airSlate WorkFlow that are suitable for seamless data collection and routing. You can pre-fill Spreadsheets, DOCX, HTML, and PDF templates with Salesforce data using our no-code bots for Salesforce. To view the complete list of these bots, please visit our bots library.
IDA is an acronym standing for intelligent document automation. In Salesforce, it’s available within the Health Cloud. As the name suggests, it encompasses various tools and solutions to reduce data entry tasks, implement automated document and data routing, and configure your document execution order based on the pre-set conditions that comply with HIPPA.
airSlate WorkFlow is a full-featured solution that lets you create simple or multi-level workflows entirely from scratch while using logic that makes sense to your department and your business. Our platform provides different integration options to get your data synchronized across all the tools and systems your company uses. More importantly, we always focus on user security and maintain compliance with different data regulation frameworks.
Automated document processing is a combination of tools that help companies ditch the traditional way of processing paperwork, which requires people to manually enter and retrieve a large amount of data between documents and systems.
At the airSlate Academy, we provide free self-paced online courses to help you get your automation efforts off to a good start. You can enroll in our Different Ways to Create Documents from Salesforce Records course and learn how to save time and minimize human input in creating automated documents. As you go through the learning process, you can solidify your knowledge with mini quizzes and get a certificate upon successful completion.
Different Ways to Create Documents from Salesforce Records
The Different Ways to Create Documents from Salesforce Records course, you'll delve into the functionality of custom buttons within Salesforce, understanding how they streamline processes and enhance user experience. You'll learn to create and configure custom buttons for various tasks, such as accessing internal or external record pages, launching custom links, and initiating airSlate WorkFlow processes.
What You'll Learn:
- Creating custom buttons and starting airSlate WorkFlow processes with them.
- Configuring custom buttons for list views.
- Working with the airSlate WorkFlow app and setting filters by layouts and conditions.
- Starting a Salesforce process via a custom button.
- Using airSlate WorkFlow actions for Salesforce processes.
Key Takeaways:
- Simplifying user tasks by integrating Salesforce data with external applications through custom buttons.
- Enhancing productivity by running airSlate WorkFlow processes directly from Salesforce.
- Customizing workflows for specific conditions and layouts, optimizing efficiency.
- Initiating Salesforce processes seamlessly with custom buttons, reducing manual effort.
- Leveraging airSlate WorkFlow actions for streamlined Salesforce Flows and processes.
Course Outcomes:
Upon completion, you'll be proficient in creating, configuring, and utilizing custom buttons within Salesforce to initiate various processes efficiently. You'll master the integration of airSlate WorkFlow processes, enhancing automation and productivity within your Salesforce environment. Whether you're streamlining document generation, automating workflows, or optimizing Salesforce processes, this course equips you with the skills to maximize efficiency and productivity. Dive into the world of custom buttons and revolutionize your Salesforce experience today!