Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill Salesforce Record Attachments does
The Bot transfers files attached to a Salesforce record into your airSlate workflow.
When to use the Pre-fill Salesforce Record Attachments
Install and configure the Bot to make CVs, invoices, bills, or any other Salesforce attachments part of your airSlate document workflows.
Export Custom Values to Pre-fill Salesforce Record Attachments
Get your automated workflows up and running in minutes. No coding required.
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.
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.
Try pre-built workflows to experience the Pre-fill Salesforce Record Attachments in action
Vehicle Application
The Vehicle Application Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
Sample Invoice
The Sample Invoice Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
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
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
Other Bots often used with the Pre-fill Salesforce Record Attachments
Automate repetitious activities without having to code
Implement Pre-fill Salesforce Record Attachments
Begin a new Flow and transfer samples or create templates right on the platform to enable the Bots option. Find an appropriate software robot from the list.
Configure it
Open the Bot configuration. Fill out all of the required fields to define general and advanced options. Don’t forget about indicating activation conditions to prevent false activations (you can include a few conditions).
Investigate how it works
Implement the workflow and check the results. Ensure the software robots work appropriately. If something fails, check the Bots log to correct the errors and execute your Flow once more.
