Update Salesforce record Bot

The Update Salesforce Records Bot updates Salesforce records with data from Slate documents when certain conditions are met.
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What the Bot does
Updates a Salesforce record using data from the completed fields of a Slate document.
When to use
Install the Update Salesforce Records Bot when you need to automate the process of updating existing Salesforce records with data from the completed Slate documents. For example, if a customer changes their business address on an order form, it will be updated in the corresponding Salesforce record.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 33 Flows
  • Used in 23 Workspaces
  • Installed 369 times in the last 30 days
  • 100% success rate

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Get the Bot up and running in minutes. No coding required

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Map entity fields to document fields
Configure Bot settings
First, connect to your Salesforce account. Once connected, select the entity along with the record that needs to be updated. Add search conditions to find the starting record. Then, specify what information from the document will be used to update this record.
Note: To install and configure Bots, start by creating a workflow.
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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. E.g., select fields in the order form and tell the Bot to export data to the record when these fields have been filled out.
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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 record Bot
to automate your business interactions

Learn more in this Bot’s airSlate Academy course

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Questions & answers

From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. Click Launch Wizard. Select Accounts and Contacts, then select Update existing records. Set Match Contact by to Salesforce.com ID. Set Match Account by to Salesforce.com ID.

Find and open the record you want to edit. Click Edit. Enter or edit values in the fields. Tip Salesforce Help includes field definitions for most objects. Search the help for the object name + \u201cfields\u201d. ... Save your changes, when you finish entering or editing values.

You can begin this process by selecting to Update an object, and then selecting the type of object you would like to update. In the lookup area that appears, choose the Salesforce field that you want to match values to, and designate the value to be looked up in Salesforce.

Click the object for the kind of record you want to create. For example, click Accounts if you want to create an account record. Click New. Select a record type if you're prompted. Enter values in the fields. ... Save your changes, when you finish entering values for your new record.

Record Types. Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page layouts users see when viewing records, based on their user profile.

Prepare your CSV File. First, identify the specific IDs of the records that you wish to update. ... Prepare your data. Navigate to the record type that you wish to apply to your records. ... Update the data with the Apex Data Loader.

Open the Data Loader. Click Insert, Update, Upsert, Delete, or Hard Delete. ... Enter your Salesforce username and password. ... Choose an object. ... To select your CSV file, click Browse. ... Click Next. ... If you are performing an upsert, your CSV file must contain a column of ID values for matching against existing records.

But, when more than 50,000 records needed to be uploaded, we use data loader. By this way, we can upload upto five million records into Saleforce.

Update Salesforce Records Bot

Imagine having to manually update records in CRM systems. It doesn't matter what Salesforce record type ID you have. You can update information automatically without spending much time or effort.

When CRM records require updates, most people enter data manually, which takes time. But with workflow automation software you can significantly speed up the entire process.

With airSlate no-code Bots, software robots automate specific stages of a document Flow, allowing you to eliminate repetitive actions that slow down your work and increase the likelihood of errors. While Bots can’t change record type in Salesforce, they can automatically pull data from a completed document and transfer it to the record, replacing its data with more relevant and up-to-date information.

Additional benefits from using Bots includes:

  • Completely automated processes that don’t require human effort
  • Increased data accuracy
  • Streamlined sales transactions
  • More time saved for business-critical tasks

Before you update a record field in Salesforce trigger the Bot by setting conditions that define when the Bot will act. Start optimizing your workflow by setting up this Update Salesforce Records Bot in your Flow today!

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