Connect airSlate to Salesforce, so users can create documents in airSlate directly from Salesforce using existing Salesforce data. First, set up a custom button in airSlate Admin Tools to let Salesforce users create new documents.
Navigate to App Launcher → View all → airSlate Admin Tools.
Once opened, navigate to the Custom buttons tab. Then, click Create button.
When the Custom button wizard opens, add a label (visible on the record page) and a description (automatically generated after clicking the field).
Tip: The label appears on the record page for users. The description is for internal notes or administrators.
Click Next to action settings to proceed. Alternatively, switch to the Action settings tab.
In the Action settings tab, choose an action:
1. Run workflow: Automatically create documents in airSlate from Salesforce. Choose from options like opening in a new tab or within Salesforce:
Selecting Run workflow & open the first step in a new tab (single record only) creates a document and then automatically opens it in the airSlate editor in a new browser tab. This mode is set by default.
Selecting Run workflow & open the first step in IFrame (single record only) creates a document and opens it within Salesforce.
Selecting Run workflow creates a document with regards to the selected workflow.
Note: The Run workflow mode must be selected when creating the List Views custom buttons.
2. Selecting Run Salesforce Process triggers the Salesforce Process to run different airSlate workflows, depending on the Salesforce record data.
3. Selecting Open airSlate app, opens the airSlate Workflows app for managing airSlate workflows without leaving Salesforce.
Once selected, click Next to layouts and lists to proceed. Alternatively, switch to the Layouts and lists tab.
In the Layouts and lists tab, select a Salesforce object layout or list (or several) to which the button will be added by ticking the checkbox next to it.
Choose Layouts to add the button to each record
Choose Lists to allow sending documents to multiple users at once in List Views.
Use the quick find to search for layouts and lists. In the Show layouts and listsdrop-down menu, select whether to view the lists, the layouts, or both. When done, click Finish.
Tip: The button is now created and added to your Salesforce objects or List Views.
To view what lists and layouts a custom button has been added to, hover over the number of lists and layouts.
To edit, remove, or view details for a custom button created, select the checkbox next to it. Then, choose the corresponding action.
Proceed to the Salesforce records to start using it with your airSlate workflow.