Invoke Salesforce Process Bot

The Invoke Salesforce Process Bot triggers a Salesforce Process by updating the Salesforce record whenever a Slate document is completed.

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  • Used in 49 Flows
  • Used in 16 Workspaces
  • Installed 363 times in the last 30 days
  • 100% success rate

The Invoke Salesforce Process Bot triggers a Salesforce Process by updating the Salesforce record whenever a Slate document is completed.

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App Info

Bot author airSlate Inc.
When to install Install the Invoke Salesforce Process Bot to automate changes in a Salesforce Process whenever a Slate document is completed. For example, the Bot can be used to automatically initiate a change in the deal status of an Opportunities object when a sales quotation is signed.
What the Bot does Invokes a Salesforce Process when a Slate document is completed.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Whenever the Slate document is completed, the record in the specified Salesforce object will be updated to match the field values you’ve specified as a trigger for the Salesforce Process.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed
  • When a date is equal to a specific month or day of the week

Requirements

To install the Invoke Salesforce Process Bot, begin by setting up a Flow

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Questions & answers

Nest Processes in the Process Builder. Invocable processes let you modularize sections of your processes and add more logic to them. An invocable process is process that starts when another process invokes it. Whether a process is invocable or not is controlled by The process starts when in the process's properties.

Enter a name for this action. ... Select an invocable process. ... Select your process variable.

Salesforce process builder is a powerful tool you can use to automate business processes. It has a simple interface that allows you to point and click to select objects and fields while setting up immediate and time-based actions. A Process builder allows you to do more than a simple workflow would.

For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. ... Also, Process Builder finally gives admins the ability to set the exact order of operations, whereas with Workflow we had no control.

Create a record of any object type. Update any related record\u2014not just the record or its parent. Use a quick action to create a record, update a record, or log a call. Invoke a process from another process. Launch a flow\u2014you can't schedule this action with workflow. Send an email.

After you activate a process, you can no longer edit that process. However, you can click Clone to save the process as a new inactive process.

0:14 5:26 Suggested clip Process Builder vs Workflow Rules | Difference between Workflows ...YouTubeStart of suggested clipEnd of suggested clip Process Builder vs Workflow Rules | Difference between Workflows ...

If your use case requires that a particular Process Builder gets executed before another one then you will need to control the sequence yourself. One option is to redo all Process Builders for a single object as invocable Process Builders and then call them in order from a controlling Process Builder.

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Install the Invoke Salesforce Process Bot to automate workflows

Invoke Salesforce Process Bot

Modern businesses are investing in workflow automation tools to drive profits and increase efficiency. This is where airSlate automation Bots come in to do all the routine, repetitive tasks for them. For example, data that used to have to be copied from a document and pasted into another document or pulled from a spreadsheet and transferred into a CRM system manually, can now be automatically transferred to a specific CRM record via the triggering of a new process.

Suppose you need to update a client’s record. Now you can simply go into Salesforce, invoke a process - all within minutes. Using airSlate Bots you can do it in a few clicks. Simply create a workflow, add documents, and your documents have been completed, the Bot will pull out the information from them and update the record you’ve specified in Salesforce and invoke a process, directly from airSlate.

This is how to invoke a process in Salesforce without switching between apps and spending too much time. And it’s just one example of workflows that you can automate. With the help of airSlate Bots you can also:

  • Automatically create and update records in a CRM
  • Send documents to be signed and completed to CRM contacts
  • Export data from a completed doc to a CRM
  • Pre-fill documents with data from a CRM

And the best part, none of these actions require manual work, costly APIs, or coding of any kind.

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