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

The Update Salesforce Records Bot updates Salesforce records with data from Slate documents when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install 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.
What the Bot does Updates a Salesforce record using data from the completed fields of a Slate document.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, data from a Slate document will be used to update a Salesforce record by matching the values you’ve selected.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate 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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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.

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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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