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Self-paced
Generating Documents with Salesforce Data
1047 students
30 minutes
Looking to change how your organization handles sales-based workflows and generates data-driven documents in Salesforce? Get familiar with document generation tools to automatically create reusable templates with dynamic data for multiple workflows in Salesforce.
About this course
This course highlights the value document generation tools add to your Salesforce organization and explains how to reduce mundane tasks, redundant actions, and daily routine. You'll learn how to refine your Salesforce workflows that are a hassle to complete and consume the most working hours, including contract management, price quoting, invoicing, reporting, and many others.
By the end of this course, you'll be able to accelerate your sales cycles and run automated document workflows with dynamic tables, merged fields, and conditional logic without switching between Salesforce and the other systems you use.
What’s included?
lessons to explain how document generation tools work with Salesforce
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to create reusable templates and data-driven documents online
How to save time transferring data from Salesforce to your documents
How to create and work on sales documents with dynamic data
How to automatically attach files from Salesforce records to your documents
How to keep documents safe by storing them in Salesforce records
Who is this course for?
Anyone looking to understand how document generation works best
Anyone who wants to boost their document workflows in Salesforce
Those interested in advancing their career with new skills
Related workflows
Start learning today
Sign now for free
Make the most out of your Salesforce solution
If you use this platform in your business, you know how many opportunities for client service it offers. This cloud storage CRM is a powerful platform for productive customer management and boosted sales. However, operating this system still requires a lot of concentration and time that usually goes to repetitive maintenance tasks, such as data transfer and document creation. airSlate WorkFlow tools can help you set up seamless CRM automation, and this course will guide you through it step-by-step.
Enhance your Salesforce efficiency
With airSlate WorkFlow automation tools at hand, you can save time and energy for tasks requiring more intellectual involvement. In contrast, repetitive data transfer tasks go by themselves. Throughout this course, you will learn the type of document management Salesforce and airSlate WorkFlow automation provide together to improve your overall workflow. With the help of airSlate WorkFlow bots, you will be able to automate the following processes:
- Create Salesforce Records;
- Invoke Salesforce process on document completion;
- Export to Salesforce;
- Pre-fill from Salesforce Records;
- Update Salesforce Records;
- Pre-fill from Salesforce Records with SOQL;
- Notify Salesforce contacts on documents opening;
- Notify Salesforce contacts on documents completion;
- Update Salesforce Records via SOQL;
- Invoke Salesforce process on documents opening;
- Pre-fill Salesforce Record attachments;
- Invoke Salesforce Process on Documents Completion.
Generate Salesforce documents hands-free
This course will show you how easy generating documents in Salesforce is with smart automation. You will see and practice how to set up all necessary bots and integration to create documents automatically filled with information from your CRM. The course explains basic principles of data Salesforce automation and advanced configurations for the bot that allow triggers for other bots to act, adding steps in your process. Knowing the capacities of Salesforce automation, you can open more opportunities for your organization.
Implement your knowledge right away
This Salesforce course is all about practice. You can set up your functional automation while you complete the training. All the materials here are skill-oriented and intelligible. The course allows you to replicate all actions on your screen in your airSlate WorkFlow Workspace, whether it is a part of the implemented workflow or just a sandbox for learning. Then you can check your knowledge by taking interactive quizzes and getting a course completion certificate. Last but not least, no prior training is needed to complete this course successfully.
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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This CRM solution collects information about your clients, orders, and transactions in your CRM storage. You usually collect this information from orders, tickets, and inquiries to reach potential customers. From data Salesforce stores, businesses create files for further customer management. This course helps automate the generation of Salesforce documents and reach new heights of business efficiency.
This platform keeps all information on your clients in Records. This solution is excellent for data storage and systematization, as Records keep everything organized and easily accessible. However, if you need to create a document based on data from the CRM, you need to extract it manually and put it in a template. Throughout this course, you will learn how to automate this process with airSlate WorkFlow bots.
With the help of smart airSlate WorkFlow automation, the process of generating documents in Salesforce can literally run by itself. Learn all basic and advanced bot configurations that can reduce the time you need for manual document generation through our short 30-minute interactive course.
The CRM cannot generate documents by itself. Integrating it with airSlate WorkFlow allows you to easily adjust document management Salesforce automation and make it even more efficient. The data from your CRM cloud will populate fields in your airSlate WorkFlow templates, and configuring this automation takes no more than 15 minutes.
airSlate WorkFlow provides a document management system solution that you can integrate with the CRM to upgrade your workflows. Our Salesforce automation allows generating documents with CRM data hands-free. Just pick the right no-code bot for your specific task, adjust its settings, and stop spending so much time on repetitive file-generation tasks.
The Salesforce course offered by airSlate Academy welcomes individuals from diverse backgrounds, irrespective of their prior experience or training. It provides an inclusive learning environment where anyone can gain valuable knowledge and skills. All materials are presented in concise, interactive blocks with brief theory-clear instructions upon which to practice. By the end of this course, you will be able to automate your Salesforce document generation immediately.
Generating Documents with Salesforce Data
The Generating Documents with Salesforce Data course teaches you how to automate document generation using airSlate WorkFlow integrated with Salesforce. You'll learn to create, customize, and automate DOCX-based templates, incorporating Salesforce data for efficient document workflows.
What You'll Learn:
- Generate DOCX documents from Salesforce data.
- Add fillable fields and tags to DOCX templates.
- Create dynamic tables in DOCX documents pre-filled with Salesforce data.
- Implement conditional logic tags to customize document content.
- Insert images or files from Salesforce records into DOCX documents.
- Use SOQL queries to pre-fill data from Salesforce into your documents.
- Export completed documents back to Salesforce records.
Learning Objectives:
- Automate document creation from DOCX files.
- Enhance documents with fillable fields and dynamic content.
- Integrate Salesforce data seamlessly into your documents.
- Utilize conditional logic for dynamic content display.
- Export and manage completed documents within Salesforce.
Key Features:
- Advanced Document Templates: Build DOCX templates for various use cases like contracts, invoices, and reports.
- Online Editor Tools: Use a Word-like online editor to format and tag your documents.
- Powerful Integrations: Automate data exchange between Salesforce and your documents using no-code bots.
Course Outcomes:
This course offers practical skills for streamlining document workflows, ensuring that your documents are ready for immediate use. By integrating airSlate WorkFlow with Salesforce, you can create sophisticated documents that are dynamically populated and ready for immediate use. Enroll now to enhance your efficiency in document management and leverage the full potential of Salesforce data, and start using your documents right away.