Create Salesforce Record Bot

The Create Salesforce Records Bot creates Salesforce records using data from Slate documents when certain conditions are met.

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  • Used in 47 Flows
  • Used in 35 Workspaces
  • Installed 274 times in the last 30 days
  • 98% success rate

The Create Salesforce Records Bot creates Salesforce records using data from Slate documents when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Create Salesforce Records Bot when you need to automate the process of generating Salesforce records using data from the completed Slate documents. For example, the Bot can be used to automatically transfer data from the completed new client registration form to create new Leads in Salesforce.
What the Bot does Creates new Salesforce records by transferring data from the completed fields of a Slate document to the corresponding fields of the Salesforce object.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, data from the Slate document's mapped fields will be transferred to the corresponding fields of Salesforce object.

Commonly used conditions for when the Bot acts

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

Requirements

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

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Questions & answers

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.

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.

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.

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.

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.

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.

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.

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.

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Flows most commonly used with this Bot

Install the Create Salesforce Record Bot to automate workflows

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.
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