Export to Salesforce
About this course
This course takes you through the process of automatically transferring completed documents to Salesforce records. You’ll learn how to configure fast and smooth document attachment transfers to Salesforce records to ensure the process is completed accurately and transparently.
By the end of this course, you'll be able to enhance data routing and storage for document workflows that rely on Salesforce.
What will you learn?
Who is this course for?
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.
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!
Questions & answers
What is workflow automation?
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.
How does automation help optimize your Salesforce workflows?
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.
How can I connect a Salesforce account to airSlate?
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.
How can I configure the Export to Salesforce Bot?
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.
How does default data export work in 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.
How do I export data to Salesforce automatically?
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.
Does Mailchimp integrate with Salesforce?
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.
How do I export a Mailchimp list to Salesforce?
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.
How do I export leads to Salesforce?
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.
How long does a data export to Salesforce usually take?
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.