altaFlow for Salesforce
Easily create altaFlow workflows and run them from inside your Salesforce organization in seconds.
26 articles
- altaFlow for Salesforce: overview, сapabilities, and сommon use cases
- Install altaFlow for Salesforce
- Authorize Salesforce users for altaFlow
- 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 E-mail to Salesforce functionality for altaFlow
- Get workflow document data (JSON format) in Salesforce
- Manage Salesforce records data using the bots
- Track document progress with 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
- Fix workspace connection error caused by Salesforce API limits
- Fix"Oauth_approval_error_generic''error in Salesforce
- Why you shouldn't connect the same Salesforce account twice