The smart link is tied to a specific Salesforce record so that it can be pre-filled with data from that record using the Pre-fill from Salesforce record bot. No need to configure a lookup for pre-filling documents - the system knows which Salesforce record to take data from. This link can also export data back to the record, using the Update Salesforce record bot.
Note: When setting up the Pre-fill bot to populate documents via a smart link, be sure to leave the default Start from Salesforce option selected in the Select starting record section.
To copy the link, navigate to the airSlate Admin Tools and skip to the Workflows tab. Next, select Edit links next to the workflow you need to use a smart link for.
In the Workflow links settings modal window, enable the workflow links as they are disabled by default. Then, copy the smart link by clicking it.
The smart link’s URL will then be stored in the Salesforce object’s formula field.
To create a formula field, navigate to the Salesforce Object Manager. Then, select the object you need.
Once selected, in the Fields & Relationship section, select New.
For the data type, select Formula. Then, click Next.
Enter the label for your formula field. The field name will be entered automatically when you click on it. For the formula return type, select Text.
Switch to the Advanced Formula tab. Then, paste the smart link URL.
Finish setting up the field and save your settings.
That’s it! You can now copy a smart link from the specified Salesforce object’s record (where you’ve added it) and share it with your customers.