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Invoke Salesforce Process on Documents Opening
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your Salesforce records to your documents with the Invoke Salesforce Process Bot - Pre-fill.
Try automation, it’s free!
What the Bot does
The Bot transfers data from Salesforce records to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Salesforce records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 88 Templates
- Used in 58 Workspaces
- Installed 325 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Invoke Salesforce Process on Documents Opening. No coding required.
Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your Salesforce account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your Salesforce records.
Try pre-built workflows to experience the Invoke Salesforce Process on Documents Opening in action
Install the Invoke Salesforce Process on Documents Opening to automate your document workflows
Learn more in this Bot’s airSlate Academy course
Learn more
Other Bots often used with the Invoke Salesforce Process on Documents Opening
Automate repetitious tasks with no code
Utilize Invoke Salesforce Process on Documents Opening Bot
Begin a new Flow and transfer samples or generate templates right on the platform to activate the Bots option. Find and choose an appropriate software robot from the list.
Configure it
Open up the Bot adjustment menu. Fill out all the required fields to modify general and advanced settings. Consider determining activation conditions to prevent false activations (you can include several conditions).
Investigate how it operates
Execute the workflow and discover the results. Ensure that the software robots work properly. If something doesn’t work, look into the Bots log to fix the mistakes and execute your Flow again.
