Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Salesforce Records does
The Bot transfers data from the selected Salesforce to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Salesforce Records
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with Salesforce data.
Export Custom Values to Pre-fill from Salesforce Records
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Salesforce account and select the main and starting objects you intend to pull data from. Then, select the document you want to populate and connect the fields in Salesforce record to the document fields.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to pre-fill the document with Salesforce data when the document has been opened by a recipient under a specific role.
Get your document pre-filled with Salesforce data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from the selected Salesforce records.
Try pre-built workflows to experience the Pre-fill from Salesforce Records in action
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.
Learn more
Payment Request
The Payment Request Flow is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.
Learn more
Sales Quote
The Sales Quote Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
Sales Invoice
The Sales Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
Pre-fill from the Salesforce Records Bot
Importing and exporting are not complicated tasks, but utilizing additional software increases the effectiveness of entire working routines.
When completing some forms or documents, you can use our Pre-fill from Salesforce Records Bot. Configuration is fast and easy and can be found above. Once finished, the Bot will export a single record from Salesforce to the fields you choose. Your customers will be grateful when they do not have to fill in the same information you already have: addresses, phone numbers, previous orders, etc. Using this Bot will make the filling process easier and more pleasant for your consumers.
Let’s summarize the advantages of utilizing the Pre-fill from Salesforce Records Bot:
- No need for creating new databases and integrations. They’re built-in.
- Match docs with any fields you need.
- Clients don’t need to insert automatically pre-filled information.
- Employees can remain focused on important processes instead of completing routine tasks.
Automate this airSlate Bot with CRM systems for faster and more accurate results!
Other Bots often used with the Pre-fill from Salesforce Records
Automate repetitive activities without a single line of code
Employ Pre-fill from Salesforce Records
Start a new Flow and transfer samples or generate templates right on the platform to enable the Bots option. Find an appropriate Bot from the list.
Configure it
Open the Bot adjustment menu. Fill out all of the required fields to modify general and advanced options. Consider determining activation circumstances to prevent false activations (you can include several conditions).
Investigate the way it works
Implement the workflow and discover the outcomes. Ensure the software robots work correctly. If something doesn’t work, look into the Bots log to correct the errors and run your Flow once more.
