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 completed documents to your Salesforce records using SOQL queries. The bot runs a query against your Salesforce org, finds the matching record, and updates its fields with the data your recipients entered in the documents.
Note: the bot supports only document tables.
Example: Imagine a customer fills out an order form or updates their contact details in a document. Instead of manually copying that information into Salesforce, this bot automatically finds the right record and updates it—keeping your CRM data accurate without manual entry.
How to set up
To add the bot:
The bot activates once the documents are completed by recipients. Click the plus icon after a step, or open the All bots tab in the bottom-right corner.
Choose Bot and search for the Update Salesforce records via SOQL bot.
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 records you want to update. A query follows the standard SOQL structure:
Select <Salesforce fields to update> from <object> where <field> = <value>
For example, to update a customer's contact details by their email address:
select phone, mailingcity from contact where email = 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.
After entering the query, click Update mapping to save it and load the queried fields for mapping.
Map document fields to object fields. Field mapping means the matching of document fields where we take values entered by recipients and corresponding Salesforce fields where these values are written. Select the document and its field on the left, and the Salesforce object and its field on the right. Click Map another field to transfer more values.
In the Match by section, define the rules the bot uses to verify it has the correct record before updating it.
For example, the bot can be set up to look up a customer's contact information based on their email address. It searches Salesforce for a record that matches this email, and once found, pushes the newly collected data (like an updated phone number) from the document into that exact Salesforce record.
Conditions
Configure the bot execution conditions based on simple "if-this-then-that" rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated 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.