Automate Document Workflows in Salesforce with airSlate

Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.

What does it take to pull together all the tools and solutions you need for running workflows in Salesforce?

Switching between multiple apps and paying for expensive integrations only complicates your Salesforce operations.

airSlate transforms the most cumbersome routine tasks into fully-automated workflows without extra hassle or having to adopt several solutions at once. airSlate no-code automation allows you to save time creating custom document workflows for contracts, price lists, business proposals, and quotes, making critical operations in Salesforce fast and seamless.

Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, not manual tasks.

Deliver maximum value to your Salesforce organization by using the Custom button functionality. Automatically generate contracts, reports, sales orders, or invoices with data taken from Salesforce records.

Custom button is a built-in Salesforce functionality that allows users to integrate Salesforce data with external URLs, applications, and other systems they use in a single click.

To create a custom button. follow the steps below:

• Log in to your Salesforce organization and find your way to the App Launcher. Then, proceed to the airSlate Admin Tools, select the Custom Buttons tab on the left, and click Create Button.

• Name your button and click Next to Action Settings. In the Action Settings tab, select the action you need.

• Then, select the Custom Button Mode and click Next to Layouts and Lists or switch to the Layouts and Lists tab.

• Use the quick find to search for layouts and lists. Select whether to view the lists, the layouts, or both in the Show Layouts and lists dropdown. Once done, click Finish.

That’s it! The button will be automatically created and added to your Salesforce object(s) or List Views. Proceed to the Salesforce records to start using it with your airSlate Flow.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.

Then, set up your specific Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website. After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

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