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Pre-fill from Salesforce records with SOQL Bot

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Pre-fill from Salesforce records with SOQL Bot

Pre-fill from Salesforce records with SOQL Bot

Name: Pre-fill from Salesforce records with SOQL Bot
Brand: airSlate
Rating: 4.5 (37 reviews)

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 with SOQL Bot.

What the Bot does

The Bot transfers data from the selected Salesforce records to documents using a SOQL query 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 61 Templates
Used in 34 Workspaces
Installed 618 times in the last 30 days
98% success rate

4.5 out of 5

(37 votes)

You’ve already rated this bot

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

Map fields in a document with Salesforce record data

Configure Bot settings

First, connect to your Salesforce account and enter the SOQL query that will be used to select the relevant Salesforce records. Then, connect the fields in Salesforce objects you intend to pull data from 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.

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.

Try pre-built workflows to experience the Pre-fill from Salesforce records with SOQL Bot in action

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I export records from Salesforce?

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.

How do I export data from Salesforce lightning?

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.

How do I export data from Salesforce?

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.

How do I export opportunities from Salesforce lightning?

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'.

How do I export data from Salesforce to excel?

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

Can you export a list view from Salesforce?

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.

Can you export data from Salesforce?

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.

How do I export a salesforce list to Excel?

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.

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!