Update Salesforce Records via SOQL

The Update Salesforce Records via SOQL Bot searches for Salesforce records based on your SOQL query and updates these records with data from completed Slate documents when certain conditions are met.

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  • Used in 28 Flows
  • Used in 33 Workspaces
  • Installed 241 times in the last 30 days
  • 100% success rate

The Update Salesforce Records via SOQL Bot searches for Salesforce records based on your SOQL query and updates these records with data from completed Slate documents when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Update Salesforce Records via SOQL Bot when you need to automate the process of updating multiple Salesforce records that match specific criteria with data from completed Slate documents. For example, when a Sales Manager completes a report, the ‘Comments’ field will be updated with all open Opportunities using corresponding data from a sales report.
What the Bot does Transfers data from the completed fields of a Slate document to the corresponding fields of Salesforce record(s) that match a SOQL query.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, data from the Slate document’s mapped fields will be transferred to the fields of a Salesforce record that match the specified SOQL query.

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

Requirements

To install the Update Salesforce Records via SOQL, begin by setting up a Flow

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Install the Update Salesforce Records via SOQL to automate workflows

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.

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