altaFlow for Salesforce
Easily create altaFlow workflows and run them from inside your Salesforce organization in seconds.
21 articles
Install altaFlow for Salesforce
Create workflow from Admin Tools in Salesforce
Connect workflows to Salesforce using custom buttons
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)
Manage Salesforce records data using the Create, Update, and Export 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
Handle "Access Denied" error message
Handle the "Oops! It's not you, it's us" error when running workflow from Salesforce
Failed to access altaFlow Admin Tools
Salesforce pages may overlay after clicking custom buttons
Visualforce cannot connect to Salesforce Visualforce page
Workspace fails to connect/More permissions required