Salesforce Mobile Bot

A Data Archiving app for Salesforce using external systems. Salesforce mobile implementation guide.

Try automation, it’s free!

A Data Archiving app for Salesforce using external systems. Salesforce mobile implementation guide.

Try automation, it’s free!
Please note: Salesforce Mobile Bot is not available yet.

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 Flows using 100+ no-code Bots currently available in airSlate.

AirSlate allows customers to operate faster and more efficiently with a Workspace designed for powerful, electronic cooperation

AirSlate allows customers to operate faster and more efficiently with a Workspace designed for powerful, electronic cooperation. Utilizing the Salesforce Mobile Bot businesses of all sizes have been improving their information routing workflows. Give airSlate’s automation features a try and align elevated ROI with extensive DPA methods.
What the Salesforce Mobile Bot does
Use the Bot to supercharge your workflow automation experience. It speeds up in-team collaboration across all departments. It takes just a few minutes to set the Bot up and integrate it into your existing system without a single line of code.
When to use the Salesforce Mobile Bot
Set up the Bot to connect business productivity tools, automate workflows, and boost performance. Use it for automating and connecting complex business processes. Manage all your projects, teams, and their data with a tool that reduces human-prone errors.

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

Step 1
Install and configure the Bot
Select the Salesforce Mobile Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Salesforce Mobile Bot to your workflow and start configuring it without coding or APIs.
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Salesforce Mobile Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the Salesforce Mobile Bot in action.
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Install Salesforce Mobile Bot to automate your workflow

How to use the Salesforce Mobile Bot

AirSlate is a specific workflow automation choice that integrates with a great numbers of programs and solutions, particularly CRM, ERP and cloud storage systems via automation Bots. By utilizing just the Salesforce Mobile Bot corporations gain immediate qualitative upgrades; fewer difficulties, increased process transparency, and general good quality.Salesforce mobile implementation guide.

Be among the ‘automated’ and start out saving your time and money:

  • 1. Generate an airSlate Business Cloud account if you don’t have one and log in.
  • 2. Take up a Flow from nothing or view the Flow catalog to choose from the list of pre-built layouts.
  • 3. Go to the toolbar in the right-hand corner and select the Salesforce Mobile Bot. Salesforce mobile implementation guide.
  • 4. Select Settings →General/Advanced to configure it. Eversign salesforce.
  • 5. You have the option of setting Advanced or General adjustments.
  • 6. Finish by tapping Apply setup. Eversign salesforce.

Don’t hold off anymore, get full use of the easy-to-configure Salesforce Mobile Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Salesforce mobile implementation guide.

Uncover much more opportunities for your personal business with the Salesforce Mobile Bot

Are you feeling stressed by data and the in no way-stopping channels of jobs? Produce a wise relocate leaving them to automation. Our cloud-structured automation remedy characteristics many Crawlers sturdy adequate to deal with virtually any mundane data-weighty task traditionally performed by people. Learn how to set up and have the most from the Salesforce Mobile Bot by following the subsequent guidelines.
How to put together the Salesforce Mobile Bot and improve repetitive and monotonous obligations
  1. Register your account if you're unfamiliar with airSlate, or log on to your existing one.
  2. Create and individualize your Work space. You may want to set up several section-particular Workspaces as you need.
  3. Click on the Moves tab in the still left to produce a brand-new one or be a part of a pre-existing one.
  4. Surf the large local library of remanufactured document themes, produce one from the beginning, or publish your very own types.
  5. Edit articles to make it fillable by having wise areas.
  6. Create particular dependencies among areas simply by making them conditional.
  7. Pick the Salesforce Mobile Bot from the local library and add it to your workflow.
  8. Set up the Bot and include the situations that will ensure it is responded depending on predetermined logic. Note that situations can be associated with user jobs, dates and volume and data.
  9. Look at and increase the amount of Crawlers to improve other areas of your own workflow.
  10. Start off the Flow and appearance in the event the Bot continues to be turned on correctly.
Now over to you. Improve your company's functions easily and utilize the Salesforce Mobile Bot along with other Crawlers to ease everyday document program for good.
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