Export to Salesforce Shield Bot
This integration is still in development and will be added as soon as possible. Contact us for more status updates.Meanwhile, you can automate your workflows using 100+ no-code bots currently available in airSlate.
airSlate gives you the tools needed to create an atmosphere of visibility and answerability
Get your automated workflows up and running in minutes with the Export to Salesforce Shield Bot. No coding required.
Install Export to Salesforce Shield Bot to automate your workflow
How to use the Export to Salesforce Shield Bot
Together with airSlate, you can also make customized, clear workflows that will help your teams manage vital processes in a single integrated and secure Workspace. Our superior no-code instruments, such as the Export to Salesforce Shield Bot, will enable you to be more successful and prevent mistakes when working remotely.Salesforce shield logo.
Give the team the things they deserve and build the Export to Salesforce Shield Bot:
- 1.Sign in to your secured airSlate Workspace or add the new one.
- 2.Produce a Flow and generate a new file.
- 3. Import documents and configure the Export to Salesforce Shield Bot. Salesforce shield logo.
- 4. Select Settings ->General/Advanced to setup it.
- 5. Set and define conditions that’ll trigger the Bot (Recipient/Date/Flow). How to check if salesforce shield is enabled.
- 6. Tap Apply setup to trigger the triggers you added. How to check if salesforce shield is enabled.
Configure the Export to Salesforce Shield Bot and benefit from advanced business process automation (BPA) .Salesforce shield logo. Get the most out of your time and work from a single secure Workspace.