Salesforce is the world’s #1 CRM platform, helping businesses centralize their sales, operations, and customer data. However, managing complex document workflows—like generating contracts, collecting signatures, and updating records—often forces teams to switch context and juggle multiple third-party tools.
altaFlow for Salesforce is a purpose-built application designed to solve this exact problem. It allows you to build custom, end-to-end document workflows directly inside your Salesforce organization. With altaFlow, you can combine document generation, PDF editing, eSignatures, and data routing without writing a single line of code, and without ever leaving Salesforce.
This article provides a complete overview of what you can achieve with altaFlow, real-world examples of how teams use it, and a look at how it works under the hood.
Core Capabilities
Before diving into the technical details, here is a look at what your team can achieve once altaFlow is connected to your Salesforce org:
Generate pre-filled documents: Save hours of manual data entry by automatically generating custom documents (quotes, proposals, invoices) from Spreadsheet, DOCX, HTML, or PDF templates, pre-filled with live Salesforce data.
Two-way data sync (Create & Update Records): Ensure your CRM data is always accurate. altaFlow can pull data to fill documents, and push data from completed forms back into Salesforce to update existing records or create new ones.
Send batches on a schedule or in one click: Send document packages to multiple recipients at once with a single click, or set up schedules to generate and distribute documents automatically based on specific criteria.
Select and send documents from any record: Empower your team to launch workflows manually. Add a custom button to any object layout (Opportunity, Contact, Account, Case, or a custom object). Users can select a specific document right from the record page and send it for eSignature in just a few clicks.
Build conditional workflows: Route documents for review, approval, and signature to CRM contacts, internal staff, or external parties based on dynamic rules.
Automate storage & attachments: Automatically save signed contracts and agreements directly to Salesforce attachments or external cloud storage.
Trigger Next Steps: Change the status of Salesforce records, trigger external events, or send custom email notifications automatically once a document is completed.
Maintain Full Visibility: Keep your team in the loop with real-time tracking, workflow status updates, and a comprehensive audit trail for compliance.
Common use cases in action
How do these capabilities translate to real business processes? Here are four common scenarios showing how altaFlow streamlines daily operations:
Use Case 1: Sales quote & proposal automation. A sales representative working an Opportunity clicks a single "Send Proposal" button. altaFlow instantly populates a branded DOCX template with the Account name, product line items, and pricing. The proposal is routed to the customer for eSignature. Once signed, the executed PDF is automatically attached to the Opportunity, and the Opportunity stage is advanced to "Closed Won".
Use Case 2: Customer onboarding paperwork. When a new Account is created, a native Salesforce Flow triggers altaFlow to generate an onboarding packet (Service Agreement, Billing Form, W-9). The documents are pre-filled with the Account's known data. The customer fills in their missing billing details and signs. altaFlow then writes the newly provided billing data back into the Salesforce Account record and notifies the Customer Success Manager.
Use Case 3: Contract renewals at scale. Every month, a scheduled altaFlow process searches for all Accounts with contracts expiring in the next 60 days. It generates personalized renewal documents for all of them in a single batch. As customers sign electronically, altaFlow automatically updates the "Renewal Status" field across all matching records in Salesforce.
Use Case 4: Field service & inspection reports. Field technicians complete inspection forms on their mobile devices. altaFlow pre-fills the equipment specs from the related Asset record. If the technician flags an issue and signs the form, altaFlow automatically creates a new Case in Salesforce for the maintenance team and attaches the signed inspection PDF to the Asset record for compliance.
How It works
Think of altaFlow as your main control room for documents, built right inside Salesforce. You never have to open another app or switch tabs to get things done.
Here is how it connects to your daily work:
Works with the salesforce tools you already use: If your team already uses tools like Salesforce Flow or Process Builder to automate tasks, altaFlow fits right in. For example, you can set a simple rule: “When a deal is marked as 'Closed', automatically create and send the contract.” altaFlow will just follow your existing Salesforce rules.
Uses "Bots" to do the manual work: You don't have to copy-paste data or upload files yourself. altaFlow uses integration bots—invisible little helpers that work in the background. You give them instructions once (like “take the client's name from this record” or “save the signed PDF here”), and they do it automatically every time.
Bot Name | What it does |
Pre-fill from Salesforce records | Populates documents with data directly from a selected Salesforce record. |
Pre-fill with SOQL | Pre-fills documents using data queried from Salesforce via a custom SOQL statement. |
Create Salesforce records | Automatically creates a new Salesforce record using the data a user inputs into a document. |
Update Salesforce records | Updates an existing Salesforce record using data extracted from completed documents. |
Update records via SOQL | Updates multiple Salesforce records simultaneously based on SOQL query results. |
Export to Salesforce | Automatically uploads fully completed and signed documents as attachments to specific Salesforce records. |
Notify Salesforce contacts | Sends automated email alerts to specific CRM contacts when a workflow is run or a document is completed. |
Invoke Salesforce process | Updates a specific field in a record upon document completion, which acts as a trigger to launch your next Salesforce process. |
Pre-fill dropdowns | Dynamically populates dropdown menu options inside a document with live data options pulled from Salesforce. |
Ready to Get Started?
If you are setting up the integration for the first time, follow these high-level steps to configure the app:
Install the App: Your Salesforce Administrator installs the altaFlow package directly from the Salesforce AppExchange into your production or sandbox environment.
Connect or create your workspace: Open the altaFlow integration app inside Salesforce. If you are a new user, create your altaFlow workspace here. If you already have one, connect it to enable data exchange between the systems.
Grant permissions: Assign the altaFlow permission set to the specific users and profiles who need access to generate, send, and manage documents.
Configure your first workflow: Create your workflow from the Admin Tools, add the custom altaFlow button to your record layouts (Account, Opportunity, Contact, etc.), and start automating your document processes.