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Update Salesforce Records via SOQL Bot

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Update Salesforce Records via SOQL Bot

Update Salesforce Records via SOQL Bot

Name: Update Salesforce Records via SOQL Bot
Brand: airSlate
Rating: 4.8 (24 reviews)

Keep your information up-to-date and accurate with no manual data entry or coding. Automatically update multiple Salesforce records using an SOQL query with the Update Salesforce Records via SOQL Bot.

What the Bot does

The Bot transfers data from documents to Salesforce records using an 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 updating existing Salesforce records with data from completed documents.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 28 Templates
Used in 33 Workspaces
Installed 241 times in the last 30 days
100% success rate

4.8 out of 5

(24 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Update Salesforce Records via SOQL Bot. No coding required.

Map object fields to document fields

Configure Bot settings

To get started, connect to your Salesforce account. Once connected, type the SOQL query that will be used to select the relevant Salesforce records. Then, map the table in the document with the Salesforce records you need.

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. For example, tell the Bot to update Salesforce records once all the required fields in the document have been completed.

View the Bots log or use tags to check if the Bot ran successfully

Get your record updated in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the record of your choice will be updated with data added to the document.

Try pre-built workflows to experience the Update Salesforce Records via SOQL Bot in action

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Use the Update Salesforce Records via SOQL Bot to Improve Data Routing

CRM systems like Salesforce save a massive amount of data that has to be periodically checked and updated. With airSlate, you have the opportunity to mass update records in Salesforce. Most likely, you have a big database with different kinds of data in it, and updating it manually is a complicated task that requires a lot of time and can even slow down or stop other income-producing tasks.

The Update Salesforce Records via SOQL Bot solves this problem and gives you opportunities:

to refresh selected data matching a SOQL query automatically;
to save time spent on completing this routine task;
to eliminate the possibility of human error while transferring and updating data;
to improve your business’s overall advancement in automation;
to build a workflow that works 24/7 without human interaction;
to increase the communication between your CRM and airSlate.

Setting up the Bot is easy. All you have to do is add it and determine its if-this-then-that actions order to mass update records in Salesforce each time your documents are processed. airSlate’s interface makes it very straightforward to mass update records tables and rows in the CRM from document records fields.