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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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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.
  • 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

4.5  out of 5

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Get your automated processes up and running in minutes with the Pre-fill from Salesforce record Bot. No coding required.

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Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your Salesforce account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
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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 an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with 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 your Salesforce records.
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Install the Pre-fill from Salesforce record Bot
to automate your business processes

Learn more in this Bot’s airSlate Academy course

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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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