altaFlow for Salesforce
Easily create altaFlow workflows and run them from inside your Salesforce organization in seconds.
23 articles
Authorize Salesforce users for altaFlow
Install altaFlow for Salesforce
How to create a custom button to run workflows from Salesforce
How to send documents for signature from a Salesforce record
Create workflow from Admin Tools in Salesforce
Configure smart link in Salesforce
Send documents in bulk in Salesforce
Configure the Email to Salesforce functionality for altaFlow
Get workflow document data (JSON format) in Salesforce
Manage Salesforce records data using the bots
Track progress of altaFlow documents (altaFlow Lightning sidebar component)
[User guide] altaFlow for Salesforce
Admin Tools are unavailable due to a lack of permissions in Salesforce
Admin Tools aren’t working properly on Sandbox
altaFlow custom buttons aren’t working properly on Sandbox
Custom buttons failed to be created in Salesforce
Handle "Can’t run workflow" error message in Salesforce
Handle "Access Denied" error message
Handle the "Oops! It's not you, it's us" error when running workflow from Salesforce
Failed to access Admin Tools in Salesforce
Salesforce pages may overlay after clicking custom buttons
Visualforce cannot connect to Salesforce Visualforce page
Workspace fails to connect/More permissions required