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Update Salesforce Records Bot

Keep your information up-to-date and accurate while avoiding tedious manual work. Automatically update information in Salesforce records based on the data added to a document with the Update Salesforce Records Bot.
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What the Bot does
The Bot transfers data from documents to Salesforce records 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 33 Templates
  • Used in 23 Workspaces
  • Installed 369 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 Bot. No coding required.

Map fields in a document to data in a Salesforce record
Configure Bot settings
To get started, connect to your Salesforce account. Choose the Salesforce base object that contains the record you need. If necessary, select related objects to update any related records as well. Connect document fields to the Salesforce object fields that’ll be updated with data from a document.
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 when all the required fields in a document have been completed.
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View the Bots log or use tags to check if the Bot ran successfully
Get your Salesforce record updated
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 Bot will update the information in the Salesforce records from the document.
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Install the Update Salesforce Records Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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!