Create Salesforce Records

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855 students
15 minutes
How much time and headache do you endure when saving information from new stakeholders and customers to the right place in Salesforce? Learn how to simplify the most problematic and time-consuming data-based operations for your Salesforce organization.
Create Salesforce Records

About this course

This course explains how to automate your operations with customer data while eliminating manual input and unnecessary paperwork. You’ll learn how to advance your data-heavy workflows in Salesforce so you can devote more time to closing deals and reaching out to new customers.

By the end of this course, you'll be able to automatically create new records in Salesforce once your recipients enter the necessary information into the documents you share with them.

What’s included?

lessons to explain how to automatically create new records in Salesforce
quiz to consolidate knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to automate data-driven workflows for your Salesforce organization
How to automatically create records in Salesforce based on data in documents
How to decide when and how new records should be created in Salesforce

Who is this course for?

Anyone interested in boosting their data-heavy workflows in Salesforce
Anyone looking for a better way to route customer data to Salesforce
Those who want to advance their career with new skills

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What our students say


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.


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.


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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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 Certification Program and Mastering Bots course. Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.

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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A Salesforce record is a “label” that allows users to differentiate and organize the data in a Salesforce database. Records come in different types depending on the case or a user’s preferences. For instance, Opportunities can be of varying record types depending on the source of the revenue (from new leads, existing customers, or resellers).

Any bot within airSlate WorkFlow is set up to automate the specific scope of a workflow by operating based on if-this-then-that conditional logic. When it comes to the Create Salesforce records bot, it serves to automate record creation from specific data filled in the document. It helps users streamline routine operations by removing the necessity of manually transferring data from documents into a Salesforce system.

One of the most popular use cases for the Create Salesforce records bot is collecting a prospect’s data via a web form. Suppose you send out forms to collect contact information so that you can reach out to your potential customers later or start capturing data for analytics purposes. All you need to do is set up the bot and configure it using your preferred method. The bot will start acting based on the preset conditions and settings.

To launch the bot, begin by adjusting your form and clicking Add Bot to select it from the Salesforce category → Connect your Salesforce account and select the relevant base object for record creation → Map document fields to Salesforce object fields and set trigger conditions for the bot. Finally, click Apply to save settings, share the workflow via a link, and upon form completion, the bot automatically creates a Salesforce record.

Yes, you can connect multiple accounts to our bot. Every time you add a new connection, make sure to select the Salesforce instance (Production, Sandbox, or Custom URL). The Create Salesforce records bot lets you easily disconnect it at any time.

Yes, this option is available. Before enabling a new connection, choose Sandbox as your Salesforce instance. Sandbox is an isolated environment where you can safely create Salesforce records and test the bot’s functionality without compromising your network resources and data.

You can learn how to create a record in Salesforce without creating an account in airSlate WorkFlow. However, we highly recommend you do so. The course is self-paced and doesn’t require any special skills or knowledge of bots. You can learn how to configure the bot and put your knowledge into practice right away. Overcome challenges connected with setting up airSlate WorkFlow by having an airSlate WorkFlow account while you progress through your airSlate Academy course.

Our bot lets you match the document/form fields to Salesforce object fields with the help of the Mapping feature. You don’t need to take any extra steps to verify how accurate the data in your newly created Salesforce record is. If you want to learn more about how to create a record in Salesforce and map fields, enroll in our course on how to create Salesforce records.

Our interactive course features step-by-step guidelines on how to set up and launch the bot. In one of the last sections, “How to set it up,” you can find a video showing the entire setup and execution process. At the end of the course, you can take a quiz to refresh what you learned about how to create a record in Salesforce.

airSlate Academy offers dozens of courses that will help you learn the ropes of workflow automation. However, if you’re specifically interested in how to get the most out of the Salesforce integration, you can check out other courses and learn the ins and outs of the following bots:

  • Pre-fill from Salesforce records
  • Pre-fill from Salesforce records with SOQL
  • Update Salesforce records
  • Update Salesforce records via SOQL
  • Export to Salesforce
  • Notify Salesforce contacts on document completion
  • Invoke Salesforce process on document completion
  • Pre-fill dropdowns from Salesforce
No matter what Salesforce records course you choose, you’re free to take it on your terms and at your own speed.