Easily send documents to up to 75 Salesforce users all at once. Just add a custom button that connects a workflow to your List Views for standard and custom objects. Then, select Salesforce records and send your documents in a click.
⚙️ How it works:
1. To send documents from multiple records, you’ll need to create a custom button first. To do so, navigate to airSlateAdmin Tools in Salesforce. Then, switch to the Custom button tab and select Create button.
2. The Custom button wizard will open. In the Button info tab, enter a label for your button and a short description (will be entered automatically right after clicking the Description field).
Click Next to action settings to proceed.
3. In the Action settings tab, select Run workflow. Then, select the airSlate workflow you’d like to use the button for. Next, select Run workflow as the custom button mode.
Note: If the mode is set to a value other than Run workflow, you will be unable to select the Salesforce object record lists.
Once finished, select Next to layouts and lists to proceed.
4. In the Layouts and lists tab, select the Salesforce object record lists that the custom button will be added to.
Note: Selecting any layout will add the custom button to each Salesforce record separately, while remaining unavailable for the list of records.
To view available lists for adding a custom button, select Only lists in the Show layouts and lists drop down menu.
Select the checkbox next to the needed lists. When done, click Finish.
The custom button will be automatically added to the selected Salesforce object record lists. To use your custom button, navigate to the selected Salesforce object (Opportunity in the example).
Note: Due to Salesforce limitations, the custom button won’t be shown on Recently Viewed or Related pages.
Select the Salesforce records for the List Views you’d like to send your workflow to. Click the custom button (Send invoice in the example).
You will be notified via email once the documents have been sent successfully.