Pre-fill from Salesforce Record Bot

The Pre-fill from Salesforce Records Bot pre-populates Slate documents with data taken from one or multiple related Salesforce records when certain conditions are met.

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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 pre-populates Slate documents with data taken from one or multiple related Salesforce records when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from Salesforce Records Bot when you need to automate the process of populating Slate documents with data from Salesforce records. For example, the Bot can be used to automatically generate invoices pre-populated with client information from Salesforce records.
What the Bot does Transfers data from a Salesforce record to specific fields of a Slate document.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, the mapped fields of a Slate document will be pre-filled with data from the selected Salesforce records.

Commonly used conditions for when the Bot acts

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

Requirements

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

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Flows most commonly used with this Bot

Install the Pre-fill from Salesforce Record 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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