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Export to Salesforce Bot

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Export to Salesforce Bot

Export to Salesforce Bot

Eliminate manual data entry errors while ensuring business data accuracy and accountability. Automatically transfer data to the Salesforce records of your choice using the Export to Salesforce Bot.

What the Bot does

The Bot uploads completed document(s) to the selected Salesforce record(s) based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically send completed sales orders, sales quotes, contracts, and more to the Salesforce record of your choice.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 44 Templates
Used in 25 Workspaces
Installed 467 times in the last 30 days
99% success rate

4.8 out of 5

(24 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Export to Salesforce Bot. No coding required.

Add search conditions to quickly find the record you need

Configure Bot settings

First, connect to your Salesforce account. Once connected, select a Salesforce starting record. Find the record you need and select one or multiple documents that will be uploaded to the Salesforce record.

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 document fields and tell the Bot to export the document when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your data exported in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the completed document will be uploaded to the selected Salesforce record.

Try pre-built workflows to experience the Export to Salesforce Bot in action

Executive Summary

The Executive Summary Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

Sales Quote

The Sales Quote Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

Sales Invoice

The Sales Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I retrieve data from Salesforce?

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.

How do I pull data from Salesforce?

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.

How do I find deleted records in Salesforce?

Click New Task. Select Export. Select 'Object,' and then click Next. Click on Select All under Fields. ... Click + | Next. Expand 'Advanced.

How do I find deleted items in Salesforce lightning?

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.

How do I restore a deleted lead in Salesforce?

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.

How many days deleted records are kept in the recycle bin Salesforce?

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.

What is Undelete in Salesforce?

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.

How long does a Salesforce data export take?

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!

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.