0export icon
0Export to Google Sheet Bot

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)
You’ve already rated this bot

Get your automated workflows up and running in minutes with the Pre-fill Salesforce Record Attachments. No coding required.

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.
picture-2-part-1 picture-2-part-2
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.
Show more
texture 1 texture 2 texture 3

Install the Pre-fill Salesforce Record Attachments
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
Learning illustration