Import process automation from Salesforce

Streamline projects and processes, eliminate routine tasks, and connect to multiple cloud apps using airSlate’s no-code Bots. Automate any part of your document workflow; Import Process Automation From Salesforce.
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Discover the ‘Import Process Automation From Salesforce’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
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Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Import Process Automation From Salesforce-related workflow with multiple systems of record.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Import Process Automation From Salesforce – Negotiate in real-time and sign contracts faster.
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Automate any part of your document workflow

Eliminate routine tasks, streamline processes, and connect to multiple cloud apps using airSlate’s no-code Bots.
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Watch API airSlate contract construction and ‘Import Process Automation From Salesforce’ feature in action

Learn how easy it is to configure robotic process automation with airSlate's no-code Bots.
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Powerful import process automation from Salesforce

Learn why airSlate’s import process automation from Salesforce beats the competition
airSlate
Automation Anywhere
BluePrism
Microsoft Power Automate
Automate repetitive tasks
Scheduling tasks
No-code bot configuration
No-code bot orchestration
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
No-code automation bots
No-code integration bots
No-code archive bots
Custom bots
Batch processing
Real-time data routing
No-code conditional routing
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Natively multi-cloud
Onboarding
Workflow library
Embedded workflows
Task assignment
File sharing with teammates
Bulk send
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
Signing order
Certificate of completion
In person signing
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Document generation
Spreadsheet creation
Document types
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Import Process Automation From Salesforce’ feature.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
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Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
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Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
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Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
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Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
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Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
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Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
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Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
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Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
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Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

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Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

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Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
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soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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Try airSlate’s all-in-one document workflow automation for free

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airSlate improves the way you import process automation from Salesforce

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours to import process automation from Salesforce anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to import process automation from Salesforce:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you want to collect the information you need for you to import process automation from Salesforce or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Import Process Automation From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Digital email signature in XPS
Explore an modern way to work. Orchestrate E-signature without coding. Produce and share professional documents, collect legally-valid e-signatures, and control workflows appropriately....
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Digital email signature in zip
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Integrate Electronic Signature with airSl...
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Digital esignature for business
Incorporate airSlate with your existing CRM or ERP system without APIs or coding. Automate manual tasks, customise dashboards, and connect teams to build a unified and built-in Workspace. Set up progr...
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Digital esignature for commercial
Automate manual tasks, track development, and work together better in teams. Use no-code Bots to Consolidate Esignature. Centralize and take control of your entire operation using the only no-code aut...
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Digital esignature for corporation
Manage and automate any business process and improve team’s efficiency with airSlate. Compose Esignature with a no-code software. Set up, work together, and arrange all your work in one place.....
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Digital esignature for enterprise
Automate manual tasks, track improvement, and team up better in teams. Use no-code Bots to Pre-fill Electronic Signature. Centralize and control your entire procedure using the only no-code automation...
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Digital esignature for small business
With a quick to set up, no-code platform, develop automated, flexible, and ROI-oriented processes for a scalable and quality business. Establish Electronic Signature with airSlate. Set up everything i...
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Digital esignature for team
Improve the way your team works on documents of all kinds with airSlate. Remove routine methods and Fill out E-signature without the human factor. Add code-free automation to your working processes fo...
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Digital esignature for organization
Automate manual tasks, track development, and team up better in teams. Use no-code Bots to Fix Electronic Signature. Centralize and take control of your entire operation using the only no-code automat...
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Digital esignature for NPO
Look at an innovative way to work. Integrate Esignature without coding. Develop and share professional documents, collect legally-valid e-signatures, and handle workflows efficiently....
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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 each out to us.
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We’ve got the answers to your questions

How does automation help in a import process automation from Salesforce?

Automation in the import process from Salesforce helps by streamlining tasks, reducing manual errors, and increasing overall efficiency. By automating repetitive tasks such as data entry and document generation, you can save time and resources while ensuring accuracy and consistency in your import process. With airSlate's document automation platform, you can easily integrate with Salesforce to automate import processes, allowing you to focus on more strategic aspects of your business. Trust in the power of automation to optimize your import process and propel your workflow to new heights.

What is the best solution to automate a import process automation from Salesforce?

The best solution to automate an import process from Salesforce is to utilize a reliable document automation platform like airSlate. By incorporating airSlate into your workflow, you can easily set up automated processes that seamlessly import data from Salesforce without any manual intervention. This not only saves you time and effort but also ensures accuracy and efficiency in your import process. With airSlate's user-friendly interface and customizable features, you can streamline your Salesforce data import process effortlessly.

How can you automate a import process automation from Salesforce with airSlate?

To automate the import process from Salesforce with airSlate, you can utilize the platform's integration capabilities. By connecting airSlate to Salesforce, you can create workflows that automatically import data from Salesforce into your documents. This seamless integration streamlines your processes, saves time, and ensures accuracy in your data transfer. With airSlate's automation features, you can set up this process once and let the platform take care of the rest, allowing you to focus on more important tasks within your organization.

What are the pros of an automated import process automation from Salesforce?

Implementing an automated import process from Salesforce offers several advantages. Firstly, it streamlines data entry tasks, saving your team valuable time and reducing the risk of human error. Secondly, it ensures that information is consistently and accurately transferred, improving overall data quality. Lastly, with airSlate document automation platform, you can easily set up and customize the import process to suit your specific business needs, providing a seamless and efficient workflow solution.