Export to Salesforce Bot
The Export to Salesforce Bot uploads Slate documents to a Salesforce record when certain conditions are met.
Try automation, it’s free!- Used in 44 Flows
- Used in 25 Workspaces
- Installed 467 times in the last 30 days
- 99% success rate
The Export to Salesforce Bot uploads Slate documents to a Salesforce record when certain conditions are met.
Try automation, it’s free!App Info
| Bot author | airSlate Inc. |
| When to install | Install the Export to Salesforce Bot when you need to automatically save Slate documents as Salesforce attachments. For example, the Bot can be used to automatically save an executed contract as an attachment to the corresponding Salesforce client record. |
| What the Bot does | Uploads a Slate document to a Salesforce record. |
| setup duration | on average 5-10 min. |
| Works on | Post-fill |
How to set it up
Outcome: Based on the conditions you’ve set, the Slate document will be automatically uploaded to the selected Salesforce record as Salesforce attachment.
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 Export to Salesforce Bot, begin by setting up a Flow
Try automation, it’s free!Questions & answers
Prior to running the search query, Select Include under Deleted and archived records. Once the Id for the record is located, choose Undelete from the data drop-down at the top of the page. Enter the Id and follow the prompts on the screen to restore the record.
Open the Data Loader. Click Export. ... Enter your Salesforce username and password, and click Log in. When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next. Create a SOQL query for the data export.
Click New Task. Select Export. Select 'Object,' and then click Next. Click on Select All under Fields. ... Click + | Next. Expand 'Advanced.
Click the object's label to view details about it. Click Erase to permanently remove the object and its data. Click Undelete to restore the object and its data.
You can restore items by checking the box next to those items and clicking Undelete. To restore all deleted items, check the box in the column header and then click Undelete.
Deleted data is only available for 15 days. After 15 days, data is permanently deleted from the Recycle Bin, and if it hasn't been backed up any other way, your only recourse is the Salesforce Data Recovery Service, which means it could take weeks to get your data back and cost a minimum of $10,000 USD.
Triggers and Recovered Records. The after undelete trigger event only works with recovered records\u2014that is, records that were deleted and then recovered from the Recycle Bin through the undelete DML statement. These are also called undeleted records. The after undelete trigger events only run on top-level objects.
Salesforce creates a zip archive of CSV files. Exports typically finish within 48 hours of submission. Note: Zip files are deleted 48 hours after the email is sent!
Reviews
Install the Export to Salesforce Bot to automate workflows
Transfer data instantly with the Export to Salesforce Bot
In order to retain and win more customers, businesses employ CRM systems. Salesforce has already paved its way to popularity by helping millions of companies all over the world improve their business relationships with customers. Focusing on customer satisfaction is the right approach to business growth. However, there are other methods that can lead to great results. Customer behavior studies, strategizing, and process improvements require a lot of attention and even larger investments of time. Workflow automation software programs are ideal for freeing up time previously spent on routine tasks. The majority of those tasks can be automated, which will result in a higher quality of tasks completed in less time, when compared to manual methods. Automating workflows is the solution to adopt when you have large amounts of data you need to export to Salesforce.
Automation softwares feature software robots, which have been developed to automate workflows. These programs are called Bots, which come in different types and can be configured to work together or on a standalone basis. Studies have shown that simply deploying one narrowly-focused software robot is extremely beneficial for business productivity.
Let’s consider the advantages of the Export to Salesforce Bot. For instance, you use DPA software to collect customer opinions on their experiences with current services. While application forms are available in the DPA system, responses must be exported to the CRM in order to update each respondent’s profile. Having to manually complete this task would take several days. However, you can click the “export to Salesforce button” and configure a software robot (Bot) to transfer the respondent’s form data straight into the CRM your company is using.
The benefits of using Bots are listed below:
- Reclaims time and money which can be rededicated towards higher priority goals
- Minimizes human error
- Available 24/7
- Transfers data seamlessly
- Boosts business productivity
Bots can also be used to simplify the export of leads to Salesforce. Yet, even if you’re running a small business, there are always opportunities available for these software robots to unleash your company’s potential over a short period of time.
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