Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Salesforce records with SOQL 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 the Pre-fill from Salesforce records with SOQL Bot
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with Salesforce data.
Export Custom Values to Pre-fill from Salesforce records with SOQL Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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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The Order Delivery and Tracking Form Flow is used by companies that operate online businesses to streamline their sales processes.
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Customer survey Flow Template
The Customer survey Flow Template is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.
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Pre-fill from Salesforce Records via SOQL Bot
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!
Other Bots often used with the Pre-fill from Salesforce records with SOQL Bot
Speed up repetitious activities without having to code
Use Pre-fill from Salesforce records with SOQL Bot
Start a new Flow and import forms or generate documents right on the platform to enable the Bots option. Find and choose an appropriate Bot from the list.
Configure it
Open the Bot configuration. Complete all of the required fields to define general and advanced settings. Don’t forget about determining activation circumstances to prevent false activations (you can include several conditions).
Investigate how it operates
Implement the workflow and check the results. Ensure the software robots are operating properly. If something goes wrong, look into the Bots log to correct the errors and execute your Flow once more.
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