Self-paced

Pre-fill from Salesforce Records

4
Star Rating
1534 students
15 minutes
Do you still lose time transferring customer data from Salesforce into the documents you need? Make your sales workflows fast and accurate by automatically moving information between Salesforce records and contracts, sales orders, or the proposals you’re working on.
Pre-fill from Salesforce Records

About this course

This course explains how to completely eliminate having to manually enter customer data in documents for your sales teams in Salesforce. You’ll learn how to accelerate and simplify the process of routing customer data between your document workflows and Salesforce.

By the end of this course, you'll be able to automatically populate your sales document workflows with any information taken from multiple Salesforce records you need.

What’s included?

lessons to explain how to work with customer data efficiently in Salesforce
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to automatically move data between Salesforce and your docs
How to complete documents faster and easier between customers and your organization
How to save time searching for the documents you need in Salesforce

Who is this course for?

Anyone interested in simplifying data routing in documents
Anyone working with large amounts of customer data in Salesforce
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Why Salesforce is one of the most popular CRM systems

Salesforce is a unicorn when it comes to CRM systems and currently sits in the #1 seat with over 150,000 paying customers (SMBs to Fortune 500s). It allows its users to grow faster by streamlining their customer databases and helps them develop better relationships with potential and current customers and clients.

It’s an easy-to-use, cloud-based solution – no need to install programs or other software. Your Salesforce records are available from any browser and from anywhere you have a strong internet connection. It has powerful integrations, efficient analytics tools, it’s customizable, and a lot more.

Can Salesforce records improve how I run my workflows?

It’s a fact that having the CRM is going to make your business run smoother. However, as great as it is, it still requires you to manage many different document processes manually. Connecting Salesforce records to your work outside the system involves writing, typing, papers, printers, scanners, couriers, contract negotiation, and a whole lot more than just wastes time and costs money. Time and money you could be using to spend with potential and recurring customers and clients.

As you continue reading this article, we’re going to be teaching you how to implement automation into your Salesforce workflow to increase efficiency, productivity, and save you a ton of time and money.

Introduce document workflow automation to your routine processes with airSlate WorkFlow’s Salesforce Bot

A Salesforce record lets you offer different document workflows, pick-list values, and page layouts to different users. Basically, that means you can create record types to differentiate your regular sales deals from your professional services engagements, offering different values for each.

With all of that information, having your sales executives or administrators handle it manually is just asking for errors to be made. Simplify how you and your team handle document management with document workflow automation. All you have to do is evaluate your workflow and define its strengths and weaknesses, e.g., bottlenecks.

Implementing the right automation solution can eliminate manual data transfer altogether. For example, update data in Salesforce, export record information, and prefill forms and contracts instantly.

Benefits of automation

First of all, it simplifies your whole workflow. Easily prefill contracts or other forms with designated customer data pulled from the CRM automatically. When information is automatically transferred from one system to another, it saves you and your employees a lot of time. Experts confirm that prefilling increases conversion rates: the easier the process is for prospects and customers, the more likely they are to hit submit. In addition, automated processes are usually completed more accurately. Human error can almost be eliminated completely (it still has to be correctly added to the system the first time). Fewer mistakes mean less rework.

How to start prefilling data with airSlate WorkFlow

airSlate WorkFlow is a holistic-automation solution that offers the best in document process automation; a powerful online editor, massive Forms library, industry-leading security, analytics tools, and court-admissible Audit trail. It’s browser-based, which means it’s accessible from any device, anywhere with an internet connection. Get started without hardware, expensive automation tutorials, or an IT department. Plus, there's no extra cost for you to onboard your entire team.

To get started:
  • Create an account
  • Create a document
  • Upload documents or choose them from the Forms library
  • Select automation and integration Bots like the Salesforce record Bot

It's not complicated at all. Once you configure the Bots, they handle and monitor the entire automation process. Each of them completes one action that they were specially built for, e.g. when you want to prefill fields from a Salesforce record, select the Salesforce Bot.

How does it all work?

First, it’s valuable to say that you don't need a custom record export button. Just add the Salesforce Bot to your document and match fields with the required data in Salesforce. airSlate WorkFlow is very flexible, meaning you can use it in many situations; with email marketing, creating landing pages, or literally hundreds upon hundreds of other ways to get what you need to be done fast. If anything seems challenging for you or any of your team members, enroll in our specialized airSlate Academy course to learn more about setting up the Salesforce Bot.

In the course, you'll get valuable knowledge and insider tips about use cases that'll help you deploy airSlate WorkFlow and onboard your team. Learn how to prefill any form or contract in seconds, while at the same time using powerful security to keep your customers’ and clients’ data safe and in compliance. The airSlate Academy is absolutely free in all senses. Gain more than just useful tips on configuring and using the Salesforce Bot. Become a real document workflow automation expert and receive a certificate for each course completed, backed by, and signed by airSlate WorkFlow, showing that you have what it takes to enhance workflows of any complexity. Get started and enroll now!

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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Instead of manually retyping data from your Salesforce contact records into your documents, you can use airSlate WorkFlow automation tools like its Salesforce Integration bots. After you create a workflow instance, add the Pre-fill from Salesforce Record bot to smoothly pass contact information to forms. To get detailed instructions on how to set up the bot and automatically export contacts and other data from your CRM, take the related course in the airSlate Academy. It’s free!

If you’re searching for Salesforce training courses for your admins and other staff to learn how to work with the CRM professionally, you can find different options on the web, both free and paid. Services like LinkedIn provide great courses covering Salesforce. The Trailhead platform offers Salesforce Academy courses that are totally free covering topics from the basics to new product features. The airSlate Academy offers free training courses dedicated to workflow no-code automation using Salesforce bots for seamlessly integrating your CRM with airSlate WorkFlow and eliminating error-prone manual data processing.

airSlate WorkFlow offers you a simple yet effective way of exporting information from Salesforce records to various forms and reports automatically. Just add and install the Pre-fill from Salesforce Record bot to your workflow instance. When properly set up, it’ll instantly pre-populate documents with the information you need from your CRM.

airSlate WorkFlow uses no-code robotic software solutions (bots) that help to minimize manual data input in your Salesforce CRM base, saving working time and costs. When you need to extract some information from a document and add it to a Salesforce record, simply add the Export to Salesforce bot to your workflow. You can find details on how to properly set it up here and following the corresponding course at the airSlate Academy.

Unlike Salesforce’s native features for data extraction, airSlate WorkFlow allows you to transmit information about your leads from your CRM system to forms and reports automatically. What you need to do is include the Pre-fill from Salesforce Record bot to your workflow, connect one or several CRM accounts, and configure the bot accordingly. Find out in detail how to properly select objects and map fields to automatically export leads from Salesforce into your reports by taking a free course with the airSlate Academy.

Using airSlate WorkFlow, you can set up automatic data transmission from a Salesforce record to forms and documents and save a bunch of time and effort. The platform uses no-code bots, which means there’s no need to have any programming skills or hire an IT expert to assist in configuring data export. Add the Pre-fill from Salesforce Record bot to your workflow, connect your CRM account (adding several accounts is possible), set the basic CRM object and the form that you need to auto-populate, then map the corresponding fields. You can get full guidance on how to automatically export data from Salesforce by enrolling in the airSlate Academy.

Salesforce has its own built-in exporting data methods, which you can use to transmit information from Salesforce records (manually or automatically), however, only once a week or month. If you’re searching for how to export data from Salesforce regularly and without limits, take advantage of the airSlate WorkFlow automation platform and its Salesforce bot that allows you to quickly pre-populate forms and spreadsheets with information from your CRM. The setup process is minimal and doesn’t require the help of IT specialists.

With airSlate WorkFlow, it’s easy and only takes a few minutes. When your workflow is ready, navigate to the bots setup page and choose the Pre-fill from Salesforce Record bot. Once installed, link your Salesforce account (it’s possible to connect several different accounts), configure Basic and Advanced settings, and map the fields in your form with the relative data in your CRM. Also, you’ll need to select the initial record in a document, which will activate the bot to pre-populate the mapped fields. You can find more details on the configuring process by joining the relative Salesforce bot course at the airSlate Academy (completely free of charge).

Salesforce allows users to extract data from the system and save it as a new Excel document by creating reports with unique ID values for various Salesforce records. These reports can be later exported to Excel but only once a week or month. airSlate WorkFlow allows you to pass information and auto-populate spreadsheets in your workflows without limits. When creating a workflow, simply install the Pre-fill from Salesforce Record bot (any one, even someone without coding skills can easily set it up). For the bot to send data to a spreadsheet, choose Table when selecting the type of data to map. To find more directions on how to export data from Salesforce and properly configure all bot settings, sign up for the related course with the airSlate Academy.

airSlate WorkFlow’s Salesforce bot can fail in transmitting data to your reports or invoices if you configure it incorrectly (for example, if the wrong fields were mapped). You can decide what the tool should do in case this happens while configuring the bot. There are two options to choose from: you can set the condition to proceed with the revision so you can view the content, or block the revision so that you’ll get a warning sign about the Salesforce bot’s failure. You’ll get more information on how to properly set all settings and export data from Salesforce in the related course from the airSlate Academy. Enroll now for free!