Employee onboarding process Salesforce
Automation is changing our economy every day. Streamline the generation and filling out of any employee onboarding process by bringing our end-to-end automation solution together with the world’s #1 CRM system. Eliminate manual data input and human error by integrating airslate WorkFlow with Salesforce. Build a employee onboarding process that fits your business’s needs, using one holistic tool instead of many for doing different document management-related tasks like merging, filling, editing, and e-signing.
Use a single, no-code integration instead of five different solutions
airSlate has everything you need to run end-to-end Salesforce workflows in a single application.
Forms and Surveys
Create, configure, and automate dynamic no-code web forms.
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Document Generation
Automate the process of creating agreements, contracts, and reports.
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PDF Editing
Integrate a full-featured PDF editor with your automated processes.
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Contract Management
Generate quotes, contracts, orders, and invoices.
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Electronic Signature
Sign and send documents for signing from your automated workflows.
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See it in action
Watch how to easily automate workflows in your Salesforce account using no-code airSlate Bots.
«Essentially, airSlate is paying for itself with the positive impact it has had on our workflow.»
Allen G. Mutchler,
Registrar
Automate your business processes right now!
Start automating in minutes by adding Salesforce Bots to any of your airSlate Templates
Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Create Salesforce Records
Export to Salesforce Bot
Pre-fill from Salesforce Records
Update Salesforce Records Bot
Notify Salesforce Contacts on Documents Opening
Notify Salesforce Contacts on Documents Completion Bot
Update Salesforce Records via SOQL Bot
Invoke Salesforce Process on Documents Opening
The easiest way to handle employee onboarding process in Salesforce
If you are wondering how to get rid of monotonous activities related to employee onboarding process in Salesforce, airSlate is just what you need. It was designed to facilitate your experience with the service's functionalities and save you time by delegating repetitive activities to Bots. One of the ways that airSlate's integrations can help you is by taking over routine processes. This can be quickly done by following the instructions below.
Set up the Bot to help you handle employee onboarding process in Salesforce:
- Sign in to airSlate and enter your Workspace.
- Open the Bots tab.
- Click Add Bot to view all categories.
- Choose Salesforce.
- Select the Bot for your employee onboarding process in Salesforce workflows.
- Install the Bot.
- Click Connect to integrate the Bot with the right account.
- Set up the Bot.
- Set up execution conditions.
- Click Apply setup to finalize the integration process.
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- Request a feature you would like to use with airSlate
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.
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