Salesforce Platform 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 applications necessary to produce an environment of visibility and accountability
Get your automated workflows up and running in minutes with the Salesforce Platform Bot. No coding required.
Install Salesforce Platform Bot to automate your workflow
Questions & answers
How to use the Salesforce Platform Bot
AirSlate is a distinctive workflow automation solution that incorporates with a huge amount of systems and products and services, especially CRM, ERP and cloud storage systems via automation Bots. By making use of just the Salesforce Platform Bot enterprises gain instant qualitative upgrades; fewer complications, improved method transparency, and general quality.Salesforce full of bot users.
Makes use of the suggestions listed below to set up the Bot without trouble:
- 1. Create an airSlate profile or log in.
- 2. Develop a Flow either from scratch or pick one from the set of Flows.
- 3. Tap the Bot icon in the upper right-hand corner and choose the Salesforce Platform Bot from the list. Salesforce full of bot users.
- 4. Set problems (when it’ll be triggered) and chart fields. Automation salesforce solution platforms.
- 5. Set up conditions to activate the microprogram.
- 6. Click Apply set-up when complete. Automation salesforce solution platforms.
Don’t postpone any longer, get full use of the easy-to-configure Salesforce Platform Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Salesforce full of bot users.
Other Bots often used with the Salesforce Platform Bot
How to put together and put into practice Salesforce Platform Bot into the workflow
- Sign in to the account. If you don't have one particular but, create an account one particular.
- Begin configuring your Flow or produce a replacement.
- Visit the Crawlers segment and select the Salesforce Platform Bot from your dropdown checklist.
- Chart out areas and personalize the configurations to the targets.
- Set up performance circumstances to stipulate if you want the Bot to act.
- Make the most of Innovative configurations to pay certain requirements without having applying additional tools and remedies.
- Click on Implement setup and proceed to the exam manage.
- Build a Flow and spread your Flow.
