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Create Salesforce Records

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Bots
Create Salesforce Records

Create Salesforce Records

Name: Create Salesforce Records | airSlate
Brand: airSlate
Rating: 4.8 (24 reviews)

Save time and grow your business faster by automating record creation with the Create Salesforce Records Bot. No manual data entry and development required.

What the Bot does

The Bot adds the data collected from a document into the mapped fields in the selected Salesforce record based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically create new Salesforce records for any object, both standard and custom, such as leads, contacts, accounts, and more.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 47 Templates
Used in 35 Workspaces
Installed 274 times in the last 30 days
98% success rate

4.8 out of 5

(24 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Create Salesforce Records. No coding required.

Map fields in a document to the fields in the Salesforce object

Configure Bot settings

First, connect to your Salesforce account. Once connected, select a Salesforce object from the list. Then, specify what information from the document will be used to create the Salesforce record.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in the document and tell the Bot to create a corresponding Salesforce record when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get a new Salesforce record created in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data added to the selected document fields will be used to create a new Salesforce record.

Try pre-built workflows to experience the Create Salesforce Records in action

New Contact

The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.

Learn more

Vendor Registration

The Vendor Registration Flow is used by procurement departments to automate the process of registering new vendors in a company’s database.

Learn more

Event Lead Capture Form Template

The Event Lead Capture Form Template Flow is used by event managers to automate the process of collecting data from visitors for more efficient event planning.

Learn more

Sales Invoice

The Sales Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

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.

What is record in Salesforce?

Record Types. Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page layouts users see when viewing records, based on their user profile.

What is a record type salesforce?

Record Types. Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page layouts users see when viewing records, based on their user profile.

What is the use of record type in Salesforce?

Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page layouts users see when viewing records, based on their user profile.

What is meant by record type in Salesforce?

Record type is an tool provided by Salesforce which helps you to configure different business processes, assign page layouts, and pick-list values. Salesforce Record types can be linked to user profiles and can be used in different ways which we will go through in this article.A few prominent usage are.

What are report types in Salesforce?

There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

What is meant by record type?

A record is a collection of fields, possibly of different data types, typically in fixed number and sequence. ... A record type is a data type that describes such values and variables. Most modern computer languages allow the programmer to define new record types.

How do I create a record in Salesforce?

Click the object for the kind of record you want to create. For example, click Accounts if you want to create an account record. Click New. Select a record type if you're prompted. Enter values in the fields. ... Save your changes, when you finish entering values for your new record.

How do I create a custom object record in Salesforce?

First, follow this path: Setup > Build > Create > Objects > on the screen, click on the new custom object button > enter label name, plural label, and object name > enter record name as a data type. To create a record name, first, consider the two data types: Text. Auto-number.

Create Salesforce Records Bot

airSlate is the ultimate solution for business automation that maintains integrations as well. You can connect more than 20 services, including Google, Office 365, Jira, and many others.

The platform ensures connections to various third-party systems any time you need. Send e-mails, build forms and documents templates, create different record types in Salesforce - and this is far not a full list of opportunities.

One of the biggest Bot’s advantages is the opportunity to synchronize data from several sources. Contacts and details can be imported to airSlate automatically, and Salesforce record types are maintained without extra efforts. Moreover, Bots do all this work for you. So adding it to your Flow will improve efficiency by automating routine processes and the whole business in particular. The scope of possibilities is endless.

CRM systems have many useful features and advantages when it comes to communication with clients. Boost your business processes using additional services to make it really powerful.

Create any record types in Salesforce with airSlate and meet advantageous perspectives:

To begin and improve your business automation.
To satisfy clients with convenient data import and export tools.
To spend time developing new solutions instead of doing routine processes.
To maximize the effectiveness of team collaboration.

Other Bots often used with the Create Salesforce Records

Invoke Salesforce Process on Documents Completion Bot

Export to Salesforce Bot

Pre-fill from Salesforce Records

Forbid Saving as Draft Bot

Hide Signatures

Rename Document

Speed up repetitious tasks with no write code

Utilize Create Salesforce Records Bot

Begin a new Flow and transfer forms or generate documents right on the platform to activate the Bots option. Find a needed Bot from the list.

Set it up

Open the Bot configuration menu. Fill out all the required fields to define general and advanced settings. Don’t forget about indicating activation circumstances to protect yourself from false activations (you can include a few circumstances).

Investigate the way it operates

Implement the workflow and explore the outcomes. Ensure the software robots are working correctly. If something fails, look into the Bots log to correct the mistakes and execute your Flow again.