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Update Salesforce Records via SOQL Bot

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.
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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
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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.
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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.
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Install the Update Salesforce Records via SOQL Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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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.