Update Salesforce Records
About this course
This course takes you through the process of streamlining Salesforce workflows by automatically updating existing records with relevant information from other documents. You’ll learn how to connect your document workflows with Salesforce records to ensure automatic, timely, and relevant data updates.
By the end of this course, you'll understand how to use no-code automation so you never have to duplicate information from your documents to update Salesforce records.
What will you learn?
Who is this course for?
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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.
Take Your Business Farther With Speed and Efficiency: Change Record Types in Salesforce Faster Than Ever Before With airSlate
The aphorism Time is Money, has never been as relevant for business as it is today. Nowadays, the quality and price of goods and services are not as directly related to customer choice as they used to be. What matters now is the speed at which a customer or client can receive what they want. The ability to respond quickly to customer needs and arrange workflows fast and efficiently is what helps companies win and retain users, buyers, readers, etc., and ultimately lead in the market.
Benefits of CRM and ERP integration
You can hardly find a successful market leader that hasn’t employed an enterprise-grade automation system. Automation software streamlines and speeds up business processes, as well as improves productivity. Most of the time it gets categorized with CRMs and ERPs. While CRMs automatically manage information about customer transactions, sales, and marketing campaigns, ERPs deal with workflows. To make a long story shorter, a CRM handles front-end info, while an ERP deals with back-end information. Although both systems work separately, when integrated, it’s important to keep their data synchronized. The synchronization is achieved by respective pre-set software robots by airSlate called Bots. For example, if you’re using airSlate (ERP) to change record types in Salesforce (CRM), set up the Update Salesforce Record Bot and watch how seamlessly the Bot transfers data and represents that transfer instantly with visible results.
- Complete view of customer. Get visibility into customer habits and use that data to retain them.
- Enhanced mobility. Close deals more efficiently by using a complete customer portfolio that’s stored in the cloud and accessible from anywhere.
- Simplified access to customer information. Enable sales reps to make better offers based on customer data in just a few clicks.
- Saved time on repetitive data entry. Eliminate data duplication with Integration Bots that push and pull data without human involvement or interaction.
- Streamlined orders. Turn generating proposals into a fast, consistent, and accurate process.
Use cases proving that integrating Salesforce and airSlate is a great idea
Integrating Salesforce and airSlate can enhance cross-department information exchange, enabling sales reps to close more successful deals. However, it’s not only about mutual access to databases but also about an opportunity to impact and update databases across an entire organization without human interaction. Thus, eliminating the human factor associated with error. By knowing a Salesforce record type’s ID, users can easily match fields and enable seamless data transfer to the Salesforce database. It suits well for updating customer contact information. Sales reps can also benefit by having customer profiles updated on last purchases in order to expand opportunities for future offers. Meanwhile, e-commerce platforms can configure the Update Salesforce Record Bot to get updates on new shipments and orders.
Learn how to configure airSlate’s Bot to change Salesforce record types
Configuring airSlate’s Update Salesforce Record Bot can be difficult for users who haven’t dealt with automation software platforms before. That’s why airSlate has developed a course to teach users about how to update a record field in Salesforce triggered by the Bot. By the end of the course, users will know how to connect both platforms, match relevant fields for data transfer and configure automation for Salesforce document updates. It takes 10 minutes to set up the Bot for updating the following field types: text, number, date, signature, initials, dropdown and checkbox options. It’s perfect for document templates, contracts, and spreadsheets.To set up the airSlate Bot:
- Connect your Salesforce account.
- Choose a Salesforce object to be updated.
- Map the relevant fields to the relevant airSlate and Salesforce documents.
- Set up the Bot by choosing triggers and conditions in the General settings.
- Look through the Advanced settings to back up automation if the Bot fails.
The course consists of instructions and illustrations, examples of use cases and tests to assess student progress. The course focuses on just one of the numerous Bots airSlate has to offer. airSlate integrates with many other platforms via easy-to-set-up Integration Bots. By reducing monotonous manual work, airSlate saves a lot of time and helps serve customers faster and better.
airSlate is a robust ERP platform that automates business processes without the need to code. Its Bots can significantly speed up and streamline workflows and its intuitive interface, high security standards, and numerous integrations have already influenced thousands of companies all over the world, notably Xerox, Amgen, and TechData just to name a few.
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Questions & answers
How can I update Salesforce records automatically?
You need to use airSlate. Build a powerful integration using a document process automation solution with CRM-system, link accounts, map fields, and customize triggers for software robots – Bots that automatically update Salesforce records when particular conditions are met. For example, you can set up a workflow to update client information after each new order they make.
How do you update records in Salesforce after inserting triggers?
Without automation software, you can spend a good amount of time manually transferring data between multiple systems. However, there's an excellent solution to that. Set up automatic Salesforce record updates using airSlate. Create your own if-this-then-that logic and Bots will work for you 24/7, even while you sleep.
Where can I find the record type ID in Salesforce?
The record type ID can be found in Object Manager. To access it, click Setup > Object Manager > (click the record’s name) > Record Types > Label. After that, you'll see two sets of numbers and letters in the URL bar. The first alphanumeric set is the Salesforce ID, and the second one is the record type ID.
How do I find a record type ID in Salesforce?
You can create a specific formula to get a record type ID in Salesforce, or you can go through Setup and Object Manager, select a needed label, and find the second alphanumeric set in the URL bar. This number is the record type ID that you’re looking for.
How do I change the record type in Salesforce?
Create a new report including the Contact ID and Record Type columns. Export it. Then, get record types using formulas or URL bars on the Record Type page and update your CSV file. To complete the record type updating process, update existing records using the Data Import Wizard.
Can I synchronize the updating of Salesforce records with Flows?
Of course! When working in airSlate, this procedure takes less than five minutes. Add the Update Salesforce Record Bot to your Flow, connect your account, map fields (to let the system know what information it has to change), and share the Flow with teammates or test it on your own. Every time the conditions are met, the Bot will actualize existing information.
What types of data can I automatically update in Salesforce records?
airSlate allows you to change virtually any information saved in your records, except IDs and other internal Salesforce data. On the step of adding Bots, you need to indicate fields that the system must update. To learn more about setting up Bots, consider completing courses by the airSlate Academy and become a business process automation expert.
Is it possible to set up a Flow to update records in Salesforce?
Sure! You need to create a new Flow in airSlate, upload or create documents that’ll be used in this work process, and add the appropriate Bot to the Flow. If you want to have your Flow running at maximum effectiveness, consider completing our Academy course on Salesforce to learn how to properly set up Bots.
Can I learn how to update Salesforce records automatically without the airSlate Academy?
Yes, you can launch airSlate and learn how to create business automation processes on your own. We recommend that you complete the airSlate Academy to familiarize yourself with all of airSlate’s capabilities and take advantage of all of its opportunities.
Will I get any type of confirmation of course completion?
The entire course takes about 25 minutes to complete. You’ll learn how to set up Bots and and make them run on conditional logic for a seamless workflow. Finally, after learning all the information provided in the course and successfully passing the quizzes and test, you’ll get a verified certificate.