The Create Salesforce Record Bot


The Create Salesforce Record Bot

The Create Salesforce Record Bot automatically generates new Salesforce records by transferring data from a completed Slate. In this course, you will learn how to install the Bot and set it up.

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About this course:

Learn how to automate the process of creating Salesforce records using data from completed Slates.

By the end of this course, you will be able to install the Create Salesforce Record Bot and customize it to your needs.

What does this course cover?

This course explains the whole process of configuring the Create Salesforce Record Bot from connecting your Salesforce account to setting conditions for when the Bot will act.

Why was this course made?

We created this course to demonstrate how to automatically create a Salesforce record with data taken from a completed Slate.

Who can enroll?

Anyone can enroll in this course and we recommend doing so while getting to know airSlate better.

The materials for this course include:

  • learning resources to help you set up the Create Salesforce Record Bot on your own
  • practice sessions so you can consolidate learning through practical application

What you will learn:

How to connect airSlate to your Salesforce account
How to choose the Salesforce object containing the data you need
How to map document fields to Salesforce object fields
How to set conditions for when a Salesforce record will be automatically created from completed Slate data
Duration 1 hour
Certificate A verified certificate is included
Subject The Create Salesforce Record Bot
Level Intermediate
Language English
Price FREE

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
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Become an airSlate Partner

Students who complete the airSlate Academy’s courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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Stay in the Loop With Automatically Created Records in Salesforce

Maintaining an accurate database of customer information is one of the key points for a successful business. This is why companies rely on customer relationship management (CRM) systems such as Salesforce — a cloud-based platform for managing business processes in sales, customer service, and digital marketing. You can adapt your CRM to just about any business need. However, as great as most CRM systems are, customization is necessary if there aren’t enough functions for automating complex business logic. One of, if not the biggest reason companies all over the globe are implementing powerful workflow automation software.

Advanced software can automatically create new Salesforce records with the most up-to-date and accurate information. airSlate’s Bots are exactly the technology that supports workflow optimization, enhancement, and efficiency for cutting unnecessary operational costs.

The Create Salesforce Record Bot tackles repetitive tasks and automatically creates new records in Salesforce using data from completed documents when certain conditions are met. For example, airSlate can automatically transfer data from a recently completed «New Client Registration Form» to create new leads. This enables teams to save time for completing more critical tasks, attract new customers, or support existing ones, all while having up-to-date data on hand.

How to automate the process of creating Salesforce records with airSlate

Think about all the work you do manually, from sending emails to entering contact information and creating records in Salesforce. With automation, you can make the job easier and never feel overwhelmed again. Many resources can help you do this. But the most important thing is to improve your CRM using simple automation features that work for teams.

airSlate’s workflow automation provides all the necessary tools needed for replacing repetitive and routine actions usually performed by a human, with software robots called Bots, without having to code a single line.

Automation is needed when scaling your business. As a company grows, the volume of work grows too, dramatically even. The manual creation of ten customer cards is not the same as creating one thousand cards. Automated creation of records in Salesforce helps relieve employee workloads, saving them more time to close deals, build connections with prospects, and provide excellent customer service.

Optimizing workflows is one of the most popular areas of corporate technology because of its ability to transform work and provide the following advantages:
  1. Cost reduction
  2. Serviceability 24x7
  3. Cycle time reduction
  4. Error reduction
  5. Qualitative improvement of teamwork

If you have a workflow that you want to automate right now, you can try airSlate. We provide an array of necessary tools for optimizing the way a business operates and courses to share hands-on experience for using our end-to-end solution.

Completing our courses will give you the basic knowledge needed for automatically creating a record in Salesforce and establishing more efficient workflows for your teams. You’ll learn how to install the Create Salesforce Record Bot and customize it to your needs.

Why you should study automation with the airSlate Academy

The strategy that comes along with implementing automation is and should be unique for each company and may seem complicated. That’s why we’ve created a set of training courses to help you quickly understand the processes and get started easily. With free certification programs, you can advance your digital transformation skills from basic business and document processes to expert automation deployment.

We recommend taking our online Academy, starting with the airSlate Fundamentals and Automation Bots courses. Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.

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