Employee onboarding Salesforce

Are you looking for ways to improve your employee onboarding? We have a beneficial solution for you! Combine Salesforce with airslate WorkFlow and boost your entire company's productivity without spending a fortune on hiring developers. All you need for efficiently working with an automated employee onboarding is already in your hands.

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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!

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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 in Salesforce

If you are wondering how to eradicate tedious tasks associated with employee onboarding in Salesforce, airSlate is what you need. It was created to facilitate your experience with the service's features and help you save time by assigning repeating tasks to Bots. One of the ways that airSlate's integrations can help you is by taking over routine processes. This can be easily completed by following the instructions below.

Configure the Bot to help you handle employee onboarding in Salesforce:

Sign in to airSlate and go to your Workspace.
Open the Bots tab.
Click on Add Bot to see all categories.
Pick Salesforce.
Find the Bot for your employee onboarding in Salesforce workflows.
Set up the Bot.
Click on Connect to integrate the Bot with the right account.
Set up the Bot.
Set up execution conditions.
Click on Apply setup to complete the integration process.

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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.

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How can I benefit from automating a employee onboarding with airSlate’s Salesforce integration?

Salesforce integrates with different applications found in its AppExchange marketplace. Using extra tools extends your CRM’s capabilities. With airSlate, you can get the benefit of five tools in one, including contract management, form and document generation, a powerful yet simple PDF editor, and an e-signature solution. Thanks to its Bots (small robotic tools), you can quickly and easily generate and pre-fill a employee onboarding without writing a single line of code, and automatically push and pull data found in Salesforce records.

Does employee onboarding automation require coding?

No, you don't have to write a single line of code. airSlate developers have created a unique system in which all tools are adjusted according to the user's wishes. Utilizing Bots, you use a 'brick' of code that changes as you set conditions. Setting up Bots and conditions makes it so that you can automate employee onboarding-related processes without programming skills at all.

Why is Salesforce automation for employee onboarding-related processes important?

Salesforce isn't the only tool your employees utilize for work. Most likely, for processing simple documents or handling employee onboarding processes, they need to change tools a couple of times. When you set up automation in airSlate, you eliminate this need for switching programs. Documents can be automatically processed according to predefined conditions so that you'll only need to track your progress and how your business's productivity grows.

What kind of Salesforce automation do I get with employee onboarding automation?

airSlate is the best example of no-code automation. By using it, you can accelerate your work with employee onboarding-focused tasks without an IT department or hiring developers. Its user-friendly interface and tips will help you build your first automated process in ten to fifteen minutes.

What are the main steps to improving employee onboarding-related tasks in Salesforce?

You need to create an airSlate account and customize your Workspace. Then, select Create Flow, upload any additional documents you need for your organization’s employee onboarding automation, assign roles to the process, and add software robots called Bots. After that, test it out, make sure you've set up everything correctly, and share it with colleagues or customers. Say goodbye to and forget about long, monotonous processes associated with your current employee onboarding-based tasks.

How do you use Salesforce integrations for employee onboarding automation?

In this case, the most beneficial is its integration with airSlate. airSlate enables you to automate any employee onboarding right from your browser. All you need to do is prepare the required documents, connect a Salesforce account, and add the Bots you need for each particular step in your Flow.