Pre-fill from Salesforce Records Bot

The Pre-fill from Salesforce Records Bot automatically pre-fills a Slate document with data taken from Salesforce. This Bot can be used to quickly pull data from multiple related Salesforce records and transfer it to specific fields in a Slate document. Any time someone opens a Slate, mapped fields will be pre-filled with Salesforce data from the selected records.

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  • Used in 77 Flows
  • Used in 29 Workspaces
  • Installed 482 times in the last 30 days
  • 99% success rate

The Pre-fill from Salesforce Records Bot automatically pre-fills a Slate document with data taken from Salesforce. This Bot can be used to quickly pull data from multiple related Salesforce records and transfer it to specific fields in a Slate document. Any time someone opens a Slate, mapped fields will be pre-filled with Salesforce data from the selected records.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from Salesforce Records Bot to automatically complete your documents with information you already have in Salesforce
What the Bot does Transfers data from a Salesforce record to specific fields in a Slate document
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Any time someone opens a Slate, mapped fields will be pre-filled with Salesforce data from the selected records.

Commonly used conditions when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a document are completed or not completed

Requirements

To install the Pre-fill from Salesforce Records Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Pre-fill from Salesforce Records Bot to automate workflows

Pre-fill from the Salesforce Records Bot

Use your Salesforce record to pre-fill documents in airSlate with ease! Our software robots will help you manage your customer relations faster.

Importing and exporting are not complicated tasks, but utilizing additional software increases the effectiveness of entire working routines.

When completing some forms or documents, you can use our Pre-fill from Salesforce Records Bot. Configuration is fast and easy and can be found above. Once finished, the Bot will export a single record from Salesforce to the fields you choose. Your customers will be grateful when they do not have to fill in the same information you already have: addresses, phone numbers, previous orders, etc. Using this Bot will make the filling process easier and more pleasant for your consumers.

Let’s summarize the advantages of utilizing the Pre-fill from Salesforce Records Bot:

  • No need for creating new databases and integrations. They’re built-in.
  • Match docs with any fields you need.
  • Clients don’t need to insert automatically pre-filled information.
  • Employees can remain focused on important processes instead of completing routine tasks.
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