Export to Salesforce


Export to Salesforce

Forget about unending searches and lost documents. Start automatically transferring completed documents to your Salesforce organization.

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About this course:

Learn how to make your document workflows accurate and transparent by attaching completed documents to the Salesforce records of your choice.

What does this course cover?

This course explains the entire process of automatically transferring documents to Salesforce records, from connecting a Salesforce account to adjusting document transfer conditions.

Why was this course made?

We created this course to show how to enhance data routing and storage for document workflows that rely on Salesforce.

Who can enroll?

Anyone can enroll in this course to simplify data routing and storage for their document workflows and automatically export documents to Salesforce records.

The materials for this course include:

  • learning resources to help you automate data routing between document workflows and related Salesforce records.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to connect to your Salesforce account and change or share the connection
How to select documents that should be attached to Salesforce records
How to decide when it is best to export completed documents to Salesforce
How to create tags to improve navigation among documents
Duration 15 minutes
Badge A sharable achievement is included
Subject The Export to Salesforce Bot
Level Intermediate
Language English
Price FREE



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Enrolled 1844 students

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Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

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.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy 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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Learn how to automatically export data to Salesforce without coding

When it comes to CRM systems, Salesforce is a top-rated solution that’s well-known to anyone managing digital data. It helps businesses grow faster, providing comprehensive control over contracts, invoices, and other documents. But constantly updating the database is a tedious and error-prone process. Therefore, various services try to integrate with it to streamline data input.

Users like yourself want:
  • Smooth access to data from anywhere
  • Comprehensive analytics for each client/contact
  • Real-time progress reports
  • Automated invoicing

Salesforce integration eliminates the need to transfer data manually and therefore eliminates most errors, typos, and mistakes. Usually, exporting data to a CRM requires either programming skills or paying whoever has them.

However, with the introduction of airSlate to the market, all of that has changed and new ways to automatically push and pull data are now available.

How airSlate exports leads to Salesforce without you needing to code

airSlate provides you with an all-in-one solution that automates any process within your organization, including exporting data. The main feature that makes this possible is Bots, software robots with built-in code (if this-then that logic). airSlate Bots automate actions based on conditions you set. At any time, you can delete a Bot, add a new one, or connect another Salesforce account, creating a flexible workflow in accordance with your needs. Take advantage of other airSlate Bots to optimize all processes:

Errorless data entry – Automating the transfer of documents to your CRM prevents lost information. The system relies on common data between a filled contract and a Salesforce record, such as the client’s name or mobile number. This ensures that the document will not be misplaced.

Instant updates – Connecting logic-based automation to your webforms, allows Bots to instantly export filled-in information to your CRM. Get updated records which you can view any time, download, or share without having to directly interact with the process.

Cost-effective workflow – Using more Bots doesn’t cost more. Installing Bots for Salesforce takes no more than 5-10 minutes, and they’ll work tirelessly until you disable them. Moreover, they make your workflow flexible, so you can change it whenever and however is needed.

Saved time – Enhancing your workflow with airSlate means saving days of time you or your team would usually spend inputting (or fixing) data. Bots save time by taking the mundane tasks, and freeing up your team for more valuable work. Focus on goals and not on data entry.

Take the airSlate Academy’s Bot courses to learn how to export data to Salesforce

The airSlate Academy was created to help users learn how to export data to Salesforce. By teaching you about how to use the Salesforce Bot, airSlate gives you an advantage many of your competitors still aren’t utilizing yet. Even if you have never tried to automate processes before, the course will help you get started. Each Academy course contains both theoretical and practical sections, and the Export to Salesforce Bot course is no exception.

The theoretical part explains how automation works. You’ll learn how to set up the Bot to transfer data correctly, how to check its settings and deployment, and how to connect a Salesforce account.

The practical part has you follow along in your airSlate account and walks you through setting up the Bot in a real workflow. Follow the course’s step-by-step instructions for the best results. Instead of reading boring how-to guides, short videos are there to help simplify the learning process.

The course ends with a quick quiz that consolidates your knowledge. If you answer some questions incorrectly, you can retake the course as many times as you need to pass.

If you configured everything correctly and the Bot still doesn’t work, check the Bots log. Learn how to do that in the airSlate Fundamentals course. All information about the Bot is available in Bots Log, including data that the Bot didn't receive or export to Salesforce.

The airSlate Academy is a free learning platform where you can choose any course according to your needs and pass it at your own pace. Businesses are trying to automate all administrative and time-consuming processes, and this could be your opportunity to learn more about automation and how to streamline your organization’s workflows. Along the way, you’ll gain in-demand skills that are essential to business today. Jump-start your education and develop more skills in workflow automation to take your career and your team to the next level. Enroll today!

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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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Workflow automation is the process of implementing and operating a set of tools (programs and devices) to minimize routine steps and optimize labor and production resources to increase the overall productivity and efficiency of business processes. It’s possible to automate many different operations: calculating sales and profits, project management, personnel work, communication with clients, order processing, site administration, and so on.

airSlate’s integration with Salesforce helps streamline the user experience by eliminating the need to switch between different back- and front-office systems to collect information and manually transfer it to the application. As a result, you get a centralized business environment with a set of tools for automating processes. It allows you to work in a CRM system "in a single-window mode" and have the ability to collect and manage data automatically, e.g., export leads to Salesforce, which is a significant time-saver. Enroll in our online course and learn how to upload documents to a specific Salesforce record using the Export to Salesforce Bot.

Connect to your Salesforce account by providing your email address in the Connection Settings menu. Depending on your needs, you can add multiple accounts, disconnect, or switch between them at any time. In addition, you can add the same account multiple times. All new connections are saved separately. Once you have established a link, you can proceed to the Export to Salesforce Bot settings to further automate the processes.

Start configuring the Export to Salesforce Bot by selecting a destination and documents. The destination is certain records in Salesforce (Contact, Group Record, Contract, Library, etc.). Next, you need to associate the Salesforce object field with the respective document field and add conditions for when the Bot will be triggered. Start our online course for step-by-step instructions on how to export data to Salesforce.

By default, Salesforce offers two basic data transfer methods: Data Import Wizard and Data Loader. When using both methods, the number of records you can export to Salesforce varies depending on your permissions, the type of data, and the total limits on data storage in your organization. The type of objects you can use to export depends on your edition. Should you require a faster method to process information, follow our course to learn how to collect and export data to Salesforce automatically with the no-code airSlate integration.

The airSlate business process automation platform helps you quickly process data and automatically transfer it to Salesforce records without the need for manual data entry and copying and pasting. Check the airSlate Fundamentals Certification program and the Export to Salesforce Bot course to start taking advantage of automation today.

Yes, a Mailchimp and Salesforce integration is available. You can set up the integration in your Salesforce account to sync data with Mailchimp. This integration allows you to quickly transfer your customer contacts and leads to Mailchimp, manage your contacts, target leads with specialized email content, view campaign stats, and more.

Before you can create leads or synchronize data, you need to connect your Mailchimp account to Salesforce. That action is known as authentication. Once authenticated, you can begin creating leads, matching fields, selecting synchronization settings, and enabling data matching to exchange data between applications. Learn more about how to export a Mailchimp list to Salesforce on the Mailchimp website.

Usually, a salesperson enters this data manually. The main struggle here is that when transferring data by hand, the manager doing so wastes a lot of time and runs the risk of losing important details about potential customers due to human error. To avoid this, you can automate data transfer with the help of airSlate’s no-code automation technology and Export to Salesforce Bot. Find more information on how to export leads to Salesforce in our course.

The Salesforce Data Export Sevice allows you to manually export data weekly (once every 7 days) or monthly (once every 29 days). Automatic data exports are available in weekly or monthly intervals, depending on the Salesforce Edition. At the same time, you can use the airSlate business process automation platform to streamline workflows and automatically export data to your CRM. Reduce data transfer from hours or days to minutes.