Update Salesforce Record Bot

The Update Salesforce Records Bot automatically updates Salesforce records with data from a Slate. This Bot can be used to update records in Salesforce for opportunities, leads, and accounts, using filled in data from a Slate document. Any time someone completes a Slate, its data will be used to update a Salesforce record by matching the values you’ve selected.

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  • Used in 33 Flows
  • Used in 23 Workspaces
  • Installed 369 times in the last 30 days
  • 100% success rate

The Update Salesforce Records Bot automatically updates Salesforce records with data from a Slate. This Bot can be used to update records in Salesforce for opportunities, leads, and accounts, using filled in data from a Slate document. Any time someone completes a Slate, its data will be used to update a Salesforce record by matching the values you’ve selected.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Update Salesforce Records Bot to update an existing Salesforce record in a matter of minutes
What the Bot does Updates a Salesforce record using data from a Slate document
Setup duration On average 5-10 min.
Works on Post-fill

How to set it up

Outcome: After specified Slate Revision has been created and specific Slate document fields have been filled out, the Salesforce record you’ve selected will be updated.

Commonly used conditions when the Bot acts

  • When all or specific fields in a document have been completed
  • When a recipient with the specified email, name, role or Flow permissions opens a Slate

Requirements

To install the Update Salesforce Record Bot, begin by setting up a Flow

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Install the Update Salesforce Record Bot to automate workflows

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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