Manage Salesforce records data using the Create, Update, and Export Bots

Find detailed info below on how to use documents to update data in Salesforce.

With airSlate Bots, you can:

Let’s say you’re an Insurance Agent who needs to send a Form to a Customer. This Form contains pre-filled data from a Customer Contact record. Once the Customer completes the Form, you’ll need to have the Customer’s data updated in the Contact record with a new Case record automatically created that includes the attached completed Form.

Once you have uploaded/created your documents and added fillable fields, proceed to adding Bots. To do so, click the plus icon.

Then, select Bot from the list.

Search for the Update Salesforce Record Bot. Then, install the Bot to your Flow Template by clicking the corresponding button.

In the Bot settings, you can configure your Bot to update the Salesforce record with data from the completed document:

1. In the Connection settings section, connect your Salesforce account.

2. Select a base object (Contact in the current example).

Then, map the fields that you want to be updated in the record when the Customer submits their completed Form. Select Continue to proceed.

Save your settings by clicking Apply.

Now you can proceed with adding another Bot. To do so, click the plus icon after the Update Salesforce Record Bot. Then, select Bot from the list.

Search for the Create Salesforce Record Bot. Then, install the Bot to your Flow Template by clicking the corresponding button.

This Bot will become active when the Form is signed by the Customer, so let’s set up the Bot Condition.

The Case record should only be created once, so let’s configure the appropriate Bot settings:

1. In the Connection settings section, connect your Salesforce account.

2. In the Select objects and map fields section, select a base object (Case in the current example).

Then, map the fields that you want to have populated in the new Case record when the customer submits their completed Form. Select Continue to proceed.

Save your settings by clicking Apply.

Now you can proceed with adding the last Bot required for completing the Flow Template.

To do so, click the plus icon after the Update Salesforce Record Bot. Then, select Bot from the list.

Search for the Export to Salesforce Bot. Then, install the Bot to your Flow Template by clicking the corresponding button.

This Bot will become active when the Form is signed by the Customer, so let’s configure the appropriate Bot settings:

1. In the Connection settings section, connect your Salesforce account.

2. In the Select destination and documents section, select a base object (Case in the current example).

Select the file that you want to attach to the Salesforce record. Then, select the destination for your documents to be uploaded.

Once selected, select Continue to proceed.

3. In our case, the document will be created from the Contact record. As the base object is Case, we need to configure Lookup to find a starting record. Let’s find our Case record by the name that is based on the selected field in the Form.

Save your setting by clicking Apply.

Once all Bots have been configured, the following Flow Template will be available:

1. As an Insurance Agent, I simply click the button in the Contact record.

2. My Contact receives the form, updates the data, and signs the form.

3. Back in Salesforce, I see that the Contact data has been updated and a new Case record has been created. The selected document has also been attached to the created record.