Pre-fill from Salesforce Record Bot

The Pre-fill from Salesforce Records Bot populates documents with data from a single or multiple Salesforce records with different types of object relationships.
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Automatically generate documents pre-filled with Salesforce data

Eliminate the need to fill out documents manually. Automatically populate them with data taken from anywhere in Salesforce using the no-code Pre-fill from Salesforce Records Bot.
What the Bot does
The Bot transfers data from the selected Salesforce record(s) to the specific fields of a PDF, DOCX template, or HTML form.
When to use
Install and configure the Bot to automate the process of creating contracts, quotes, invoices, and reports pre-populated with the Salesforce information you need.

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  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 77 Flows
  • Used in 29 Workspaces
  • Installed 482 times in the last 30 days
  • 99% success rate

Get the Bot up and running in minutes. No coding required

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Step 1
Add the Bot to any workflow you want to automate
Select the Pre-fill from Salesforce Records Bot from the library of automation and integration Bots. You can search by category or simply type a name. Install the Bot in your workflow and start configuring it.
Note: To install and configure Bots, start by creating a workflow.
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Step 2
Select Salesforce objects
First, connect your Salesforce account, then select the Salesforce object to pull data from. You can choose related parent records, related lists, or even those not directly related to each other.
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Step 3
Map document fields to Salesforce object fields
Connect document fields to Salesforce records fields to pull data from. You can select a single line method to transfer data from a certain Salesforce object line or choose a table method to move Salesforce data from the related lists.
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Step 4
Set conditions for when the Bot will act
Define how and when the Bot will be triggered by setting custom conditions. They can be based on recipient, Slate, document, or date. E.g. select an email address and tell the Bot to pre-fill a sales quote with data from Salesforce Opportunities when the recipient for that email opens a document. Conditions are optional, so if you skip this step, the Bot will be triggered any time someone opens a document.
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Step 5
Get your document pre-filled with Salesforce data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from the selected Salesforce record(s).
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Install The Pre-fill from Salesforce Record Bot to automate your workflow

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.
Automate this airSlate Bot with CRM systems for faster and more accurate results!
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