Create Salesforce Record Bot

The Create Salesforce Records Bot automatically creates Salesforce records using data from a Slate document. This Bot can be used to generate a new Salesforce record any time someone completes a Slate.

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How to set it up

Step 1

Set conditions for when a Salesforce record will be automatically created

Note: The condition displayed indicates that the Bot will be triggered once the Slate’s first Revision has been created.

Step 2

Connect your Salesforce account

Step 3

Choose the Salesforce Object where a record will be created

Step 4

Map Slate document fields to Salesforce record fields

Outcome: Once the Slate’s Revision has been completed, a new Salesforce record will be created.

Commonly used conditions for when the Bot acts

When specific fields in a document has been completed
When a signature field has been signed

Requirements

To install the Create Salesforce Record Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!

Mark Mc Nichol

in at the deep end/IATDE

...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.

Brian Del Terzo

Your Credit Life

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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.

Bot author	airSlate Inc.
When to install	Install the Create Salesforce Records Bot to generate a Salesforce record
What the Bot does	Automatically creates a Salesforce record using data from a Slate document
setup duration	On average 5-10 min.
Works on	Post-fill