Salesforce Service Cloud Bot

A Data Archiving app for Salesforce using external systems. Cloudbot.

Try automation, it’s free!

A Data Archiving app for Salesforce using external systems. Cloudbot.

Try automation, it’s free!
Please note: Salesforce Service Cloud 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 is a holistic platform that connects people and their business processes via RPA and DPA methods

AirSlate is a holistic platform that connects people and their business processes via RPA and DPA methods. Its impressive automation Bots, like the Salesforce Service Cloud Bot, activates teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the Salesforce Service Cloud Bot does
Use the automation Bot to deliver robust functionality that's easy to configure, use, and extend across all channels for document process automation. It automates repetitive tasks that were previously handled by employees, and as a result, reduces human-prone errors. Enhance your workflows with the latest in DPA technology.
When to use the Salesforce Service Cloud Bot
Use the Bot to automate workflows, even the most complex ones. With airSlate, a powerful workflow automation platform, eliminate tedious tasks, freeing employees to focus on higher-value work. Business process automation tools are a great way to show your team that your company is moving in the right direction.

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

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Step 1
Install and configure the Bot
Select the Salesforce Service Cloud Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Salesforce Service Cloud Bot to your workflow and start configuring it without coding or APIs.
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Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Salesforce Service Cloud 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 Service Cloud Bot in action.
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Install Salesforce Service Cloud Bot to automate your workflow

How to use the Salesforce Service Cloud Bot

AirSlate is a robust workflow automation program that maximizes business processes by utilizing configurable microprograms, named automation Bots. They, and also Salesforce Service Cloud Bot boost efficiency, speed up turnaround, reduce human issues, improve high quality and compliance, preserve fees and release time for personnel to give attention to innovative, more useful tasks.Cloudbot.

Give your current team anything they need and apply the Salesforce Service Cloud Bot:

  • 1. Generate an airSlate Business Cloud account if you don’t have one and log in.
  • 2. Form a new Flow and upload data files into it or set up them from the beginning.
  • 3. Import documents and configure the Salesforce Service Cloud Bot.
  • 4. Add it to your Flow and set up invokes (conditions for when it’ll act). Cloudbot.
  • 5. Set up issues to activate the microprogram. How to use cloudbot.
  • 6. Tap Apply setup to stimulate the causes you added. How to use cloudbot.

Align targets, set up the Salesforce Service Cloud Bot and easily manage deadlines to keep your teammates on the same page .Cloudbot.

Uncover much more options for your personal company using the Salesforce Service Cloud Bot

Do you feel overloaded by details and the never ever-ending channels of tasks? Produce a wise shift and then leave those to automation. Our cloud-centered automation solution features lots of Bots sturdy sufficient to handle practically any mundane details-weighty process traditionally performed by people. Discover ways to put in place and acquire the most out of the Salesforce Service Cloud Bot by following the subsequent instructions.
How to put together the Salesforce Service Cloud Bot and speed up repeating and boring obligations
  1. Sign-up your account if you're a novice to airSlate, or sign in your current 1.
  2. Create and customize your Work space. You may want to put in place as many office-specific Workspaces as you have.
  3. Select the Runs tab on the left to make an another one or sign up for a current 1.
  4. Explore the substantial library of remanufactured document themes, generate 1 completely from scratch, or add your very own forms.
  5. Revise information and make it fillable with the addition of wise areas.
  6. Create specific dependencies between areas through making them conditional.
  7. Pick the Salesforce Service Cloud Bot through the library and combine it with your workflow.
  8. Configure the Bot and include the conditions that will ensure it is work depending on predetermined logic. Remember that conditions can be linked to customer jobs, days and volume and details.
  9. Take a look at and increase the Bots to speed up other areas of your respective workflow.
  10. Start the Circulation and view in the event the Bot has been enabled correctly.
Now to you. Improve your company's functions easily and employ the Salesforce Service Cloud Bot along with other Bots to relieve everyday document schedule once and for all.
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