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Pre-fill from Salesforce Records

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from Salesforce records to your documents with the Pre-fill from Salesforce Records Bot.
Try automation, it’s free!
What the Bot does
The Bot transfers data from the selected Salesforce to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with Salesforce data.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 77 Templates
  • Used in 29 Workspaces
  • Installed 482 times in the last 30 days
  • 99% success rate
Star Rating
4.9 out of 5
(268 votes)
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Get your automated workflows up and running in minutes with the Pre-fill from Salesforce Records. No coding required.

Map fields in a document with data in the Salesforce records
Configure Bot settings
First, connect to your Salesforce account and select the main and starting objects you intend to pull data from. Then, select the document you want to populate and connect the fields in Salesforce record to the document fields.
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., tell the Bot to pre-fill the document with Salesforce data when the document has been opened by a recipient under a specific role.
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View the Bots log or use tags to check if the Bot ran successfully
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 records.
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Install the Pre-fill from Salesforce Records
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Pre-fill from the Salesforce Records Bot

Use your Salesforce records 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!