Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Update Salesforce Records via SOQL 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 the Update Salesforce Records via SOQL Bot
Install and configure the Bot to automate the process of updating existing Salesforce records with data from completed documents.
Export Custom Values to Update Salesforce Records via SOQL Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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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Order Delivery and Tracking
The Order Delivery and Tracking Form Flow is used by companies that operate online businesses to streamline their sales processes.
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Employee Availability
The Employee Availability Flow Template is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.
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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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Use the Update Salesforce Records via SOQL Bot to Improve Data Routing
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.
Other Bots often used with the Update Salesforce Records via SOQL Bot
Automate repetitive tasks without having to code
Use Update Salesforce Records via SOQL Bot
Begin a new Flow and transfer samples or create templates right on the platform to initialize the Bots option. Find a needed Bot from the list.
Set it up
Open the Bot adjustment. Fill out all the required fields to define general and advanced settings. Consider indicating activation circumstances to protect yourself from false activations (you can add a few circumstances).
Figure out the way it operates
Implement the workflow and check the results. Ensure that the software robots work appropriately. If something goes wrong, look into the Bots log to fix the errors and execute your Flow again.
