Pre-fill from Salesforce Records with SOQL Bot

The Pre-fill from Salesforce Records via SOQL Bot searches for Salesforce records based on your SOQL query and pre-populates Slate documents with data from these records when certain conditions are met.

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  • Used in 61 Flows
  • Used in 34 Workspaces
  • Installed 618 times in the last 30 days
  • 98% success rate

The Pre-fill from Salesforce Records via SOQL Bot searches for Salesforce records based on your SOQL query and pre-populates Slate documents with data from these 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 via SOQL Bot when you need to automate the process of populating Slate documents with data from Salesforce records that match specific criteria. For example, the Bot can be used to automatically generate invoices pre-filled with data from unpaid sales orders.
What the Bot does Transfers data from Salesforce record(s) that match a SOQL query, to the specified 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 record(s).

Commonly used conditions for when the Bot acts

  • When a recipient with specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a Slate document are completed or empty

Requirements

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

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Questions & answers

Click on 'Setup' Enter 'Data Export' in the Quick Find box, then select 'Data Export' and 'Export Now' or 'Schedule Export'. ... Select the proper encoding for your export file. Select options for images, documents, attachments, so that these will be included in your data.

Open the Data Loader. Click Export. ... Enter your Salesforce username and password, and click Log in. When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next. Create a SOQL query for the data export.

Click on 'Setup' Enter 'Data Export' in the Quick Find box, then select 'Data Export' and 'Export Now' or 'Schedule Export'. ... Select the proper encoding for your export file. Select options for images, documents, attachments, so that these will be included in your data.

Use Data2CRM service. ... Use the option Salesforce offers. ... Now, choose module you want to get data from, in this case, select 'Opportunity'. At this point, press 'Start Export'.

0:22 3:15 Suggested clip Analyzing Salesforce Data with Excel - YouTubeYouTubeStart of suggested clipEnd of suggested clip Analyzing Salesforce Data with Excel - YouTube

With Salesforce Data Exporter you can export any list of data in Salesforce to CSV file. This extension creates a button 'Export to CSV' in salesforce list view for all objects, standard or custom. The list data can be exported to CSV file by simply clicking this button.

You can easily export data from Salesforce, either manually or on an automatic schedule. The data is exported as a set of comma-separated values (CSV) files. Data export tools provide a convenient way to obtain a copy of your Salesforce data, either for backup or for importing into a different system.

Click the Export File Format\u201d drop-down box, and then click the desired file format, either \u201cExcel (. xls)\u201d or \u201cComma Delimited.\u201d 10. Click the \u201cExport\u201d button, then the \u201cSave File\u201d option to save the exported file to your hard drive.

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

Pre-fill from Salesforce Records via SOQL Bot

The more processes your business automates, the more time you have to focus on building revenue. Of course, automation is no guarantee of business prosperity, but it delivers a number of opportunities. The main benefit of automation is saving a business’ time and resources so that employees can focus on more important tasks. Data gathering, archiving, importing data from a Google spreadsheet and Salesforce SOQL export are routine processes that can be automated in airSlate. That’s why you need airSlate Bots -- software robots designed to automate every step of a business workflow. Use Bots to populate a list from SOQL query, export, and import information from this service in a matter of minutes, no coding necessary.

Why is it so beneficial?

  • No need to manually export and import data from a CRM system to airSlate
  • Data is automatically organized and compliant with industry-specific regulations
  • More time saved on routine business processes

By setting up Bots to automatically populate list from SOQL query and transfer data between a CRM and airSlate, you get all your Salesforce workflows automated without coding or costly APIs. Try airSlate today to get the benefits your company has been waiting for!

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