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Pre-fill Salesforce Record Attachments

Make your Salesforce attachments available in airSlate for online pdf editing and eSigning. Add Salesforce files to your airSlate workflows with the Pre-fill Salesforce Record Attachments Bot.
Try automation, it’s free!
What the Bot does
The Bot transfers files attached to a Salesforce record into your airSlate workflow.
When to use
Install and configure the Bot to make CVs, invoices, bills, or any other Salesforce attachments part of your airSlate document workflows.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 75 Templates
  • Used in 38 Workspaces
  • Installed 312 times in the last 30 days
  • 99% success rate
Star Rating
4.5 out of 5
(37 votes)
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Get your automated workflows up and running in minutes with the Pre-fill Salesforce Record Attachments. No coding required.

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You can move the placeholder just like any other document in your Flow
Connect Bot settings
When configuring documents for your airSlate Flow, add a document placeholder to the list. Then, add the Bot, connect to your Salesforce account, and select the placeholder that will include your Salesforce documents or files.
Note: To install and configure Bots, start by creating a workflow.
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View the Bots log or use tags to check if the Bot ran successfully
Get your Salesforce documents added to your workflow
Once the Bot is configured, start a workflow directly from your Salesforce record and select the files attached to that record. These files will be added to the list of documents in a Flow for recipients to review, edit, and sign.
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Try pre-built workflows to experience the Pre-fill Salesforce Record Attachments in action

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Vehicle Application
The Vehicle Application Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
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Sample Invoice
The Sample Invoice Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
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Brochure Order
The Brochure Order Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
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Sales Call Report
The Sales Call Report Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
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Install the Pre-fill Salesforce Record Attachments
to automate your document workflows

Try automation, it’s free!

Learn more in this Bot’s airSlate Academy course

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