Salesforce Shield Bot

Understand Salesforce Field History Tracking, History Retention Policies, Field Audit Trail, Objects and more. Salesforce shield logo.

Try automation, it’s free!

Understand Salesforce Field History Tracking, History Retention Policies, Field Audit Trail, Objects and more. Salesforce shield logo.

Try automation, it’s free!

Please note: Salesforce Shield 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 an all natural platform that connects people and their business processes via RPA and DPA methods

AirSlate is an all natural platform that connects people and their business processes via RPA and DPA methods. Its effective automation Bots, like the Salesforce Shield Bot, activates teams and makes them more collaborative, and more on top of their job. Try it yourself.

What the Salesforce Shield 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 Shield Bot

Use the smart Bot to automate workflows, connect people, and boost productivity. Create a unified digital environment for efficient work. Collaborate effortlessly across teams and entire organizations.

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

Step 1

Install and configure the Bot

Select the Salesforce Shield Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Salesforce Shield 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 Shield 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 Shield Bot in action.

Install Salesforce Shield Bot to automate your workflow

Try automation, it’s free!

Schedule a demo

How to use the Salesforce Shield Bot

Together with airSlate, you may create specialized, clear workflows that can help your teams control essential processes in a single integrated and protected Workspace. Our modern no-code applications, just like the Salesforce Shield Bot, will allow you to be far more profitable and avoid mistakes when working remotely.Salesforce shield logo.

Keep all sorts of things easy by following our short step-by-step manual:

1. Generate an airSlate Business Cloud account if you don’t have one and log in.
2. Set up a Flow from scratch or view the Flow collection to choose from the list of pre-built layouts. Salesforce shield logo.
3. Import documents and configure the Salesforce Shield Bot.
4. To set up sets off, select Settings. Salesforce shield.
5. Set and establish conditions that’ll cause the Bot (Recipient/Date/Flow). Salesforce shield.
6. Press Apply setup to carry out the configuration.

Configure the Salesforce Shield Bot and take advantage of an improved document Flow with fewer errors, more rapid business processes, improved compliance, more time and an overall better customer and employee experience .Salesforce shield logo.

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Unlock much more opportunities to your company together with the Salesforce Shield Bot

Are you feeling overloaded by data along with the by no means-finishing streams of duties? Make a smart transfer and leave these people to automation. Our cloud-based automation answer functions lots of Crawlers powerful sufficient to deal with practically any mundane data-hefty job traditionally performed by people. Figure out how to put in place and get the most out of the Salesforce Shield Bot following the following recommendations.

How to set up the Salesforce Shield Bot and systemize repetitive and boring responsibilities

Sign up a merchant account if you are unfamiliar with airSlate, or log on in your current one.
Generate and customize your Work environment. Go ahead and put in place several division-distinct Workspaces as you have.
Select the Passes tab about the kept generating a different one or sign up for a preexisting one.
Look at large collection of pre-made papers layouts, make one from the beginning, or publish your own kinds.
Change information and then make it fillable with the help of smart job areas.
Generate distinct dependencies among job areas if you make them conditional.
Choose the Salesforce Shield Bot from the collection and include it with your work-flow.
Set up the Bot and add the conditions that will ensure it is act based on predetermined reasoning. Note that conditions might be connected to end user roles, times and regularity and data.
Check out and increase the Crawlers to systemize other places of the work-flow.
Start off the Movement and look in case the Bot has become empowered properly.

Now onto you. Enhance your company's processes with ease and use the Salesforce Shield Bot as well as other Crawlers to ease everyday papers schedule permanently.