This is a paid bot, and its usage will be counted toward your plan's credit limits. For more information about credit usage, refer to this article.
General
Automatically transfer data from Salesforce records to your documents using SOQL queries. The bot runs a query against your Salesforce org, finds the matching record, and pre-fills the mapped document fields with its data.
Example: Imagine you are generating a sales contract or a quote. Instead of manually copying the customer's company name, address, and contact details from Salesforce, this bot automatically retrieves and pre-fills that exact information—eliminating manual data entry and minimizing typos.
How to set up
To add the bot:
1. In the step settings, select Add bot or click the All bots icon in the bottom-right corner.
2. Choose Bot and search for the Pre-fill fields from Salesforce via SOQL bot.
3. Click on the bot to install it.
Connection settings
To connect the bot to your Salesforce account, click Connect in the Connection settings section.
To add a new connection, choose a Salesforce instance (Production, Sandbox, or custom domain) and click Apply.
Using the three-dot menu, you can disconnect the current account or connect to different accounts anytime.
Mapping
Enter the SOQL query the bot will use to find the record and retrieve data from it. A query follows the standard SOQL structure:
Select <Salesforce fields to retrieve> from <object> where <field> = <value>
For example, to retrieve a phone number by its account name:
select phone from account where name = data variable or your value
Use data variables to help the bot find the needed records.
The variables include:
Date and time - indicate a period of time
Document fields - select a field in your document
Package - package-related data
Signer details - signer’s name or email
Workflow - workflow name
Add as many queries as you need by clicking Add another SOQL query.
Map Salesforce fields to document ones. Field mapping means the matching of Salesforce fields where we take values for pre-filling dropdowns and corresponding document dropdowns where these values are populated.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.