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Enhance your document management process and streamline PDF editing within Salesforce

airSlate Team — Fri, 04 Oct 2024 08:22:23 +0000

For medium-to-large businesses, integrating Salesforce with PDF editing software is crucial for improving document processes. The ability to edit PDFs directly within CRM records cuts down on time wasted switching between platforms, while keeping documents fully synced with customer data—streamlining operations and improving accuracy.

A 2022 internal pdfFiller report found that 27% of business users were actively searching for a PDF editor that integrates with Salesforce. Given Salesforce’s status as the top CRM for companies of all sizes, this demand makes perfect sense.

In this blog, we’ll explore the airSlate PDF Editor for Salesforce and dive into how businesses across various industries are reaping the benefits. Let’s dive in!

Why airSlate PDF Editor is a smart choice for businesses using Salesforce

The airSlate PDF Editor is designed to accelerate your document workflows by bringing powerful editing tools directly into your Salesforce CRM. Say goodbye to juggling multiple tabs—now you can quickly make last-minute changes, update documents, and ensure all versions remain in sync, all without leaving Salesforce.

Whether you need to edit text, add and complete fillable fields (including signature fields), adjust images, highlight or redact sensitive information, merge files, reorganize pages, or add watermarks, airSlate makes it possible to do everything online with ease.

Key benefits of airSlate PDF editor for Salesforce

Significant time savings: Edit PDFs directly in Salesforce without switching between platforms, streamlining document edits and keeping all versions updated in real time.
Flexible, customer-oriented pricing: Scalable pricing based on usage, with no minimum user requirements.
Scalable Salesforce workflows: Easily add eSignatures, document generation, and automation as your CRM needs grow.

Common use cases for the airSlate PDF Editor in document management include redacting sensitive information in legal and HR documents, making last-minute adjustments to contracts, reports, and business proposals, and adding watermarks to protect copyrights on creative works, designs, or promotional materials.

How to install the airSlate PDF Editor application to your Salesforce organization

Install airSlate PDF Editor from AppExchange. Select the package that suits your needs and click Install.

2. Once the installation is complete, you’ll be redirected to a notification page. Click Done to proceed.

How to test airSlate PDF Editor integration for Salesforce

After installation, you’ll be redirected to the configuration page. If not, you can manually access it by navigating to Setup > Apps > Packaging > Installed Packages. From the list, select airSlate PDF Editor and click Configure
If this is your first time installing airSlate PDF Editor, grant the necessary access permissions. You’ll then be redirected to the Admin tools, where your free trial will automatically begin.
Your free trial will start automatically, and you’ll receive 50 free documents for testing, and the My Account tab will display how many are remaining. No JWT token is required during the trial.

Now, you’re ready to explore how the airSlate PDF Editor works within Salesforce.

How to create a custom button for your object type

In Admin Tools, navigate to the Custom Buttons tab to configure the airSlate PDF Editor link parameters. Start by choosing how you want to save the edited PDF files; for this example, we will create new versions of the edited document.

In Step 3, indicate the type of object for which you will create custom buttons. After that, copy the generated URL by clicking Copy URL.

2. In your Salesforce account, navigate to Setup > Object Manager. Choose the object type for which you want to create a custom button; in this case, it’s Account. Then, go to Buttons, Links, and Actions, and click on New Button or Link.

3. Name your button and set the Display Type to Detail Page Button. In the empty field, paste the URL you copied in Admin tools. Customize other settings if necessary and click Save when finished.

4. Now, you have to add the new custom button to the account layout. Go to Page Layouts and select Account Layout.

5. Go to the Buttons tab, find your newly created button, and drag it to Custom Buttons and Salesforce Mobile and Lightning Experience Action in the account layout. Click Save to confirm your changes.

The button is now ready for use.

Start using airSlate PDF Editor for Salesforce

1. Open any Account and select the newly created button from the dropdown menu.

2. You will be redirected to the list of documents attached to your current record. Check the box Show supported files only to display documents you can edit in airSlate PDF Editor. Then, select a document and click Proceed.

3. In the editor, add text to your document, fillable fields, graphic elements, and many more. If you have fillable forms attached to your record, they’ll be activated in the editor, and you’ll be able to fill them out. Once you’ve finished editing, click Done.

Since in the settings we’ve selected to create a new document version every time the document has been updated, you can see a new file in the list. If you select to override the existing file, the latest version will replace the previous one, and the number of documents won’t change. By default, every document version gets a name containing its update date and time.

4. If you select several files in the list, you’ll be able to merge them. To do this, set the order in which the files will appear and click Proceed. The files will open in the editor as a single document, which you’ll be able to edit as described above.

Once you’ve finished your free trial and ready to upgrade your plan, go to airSlate PDF Editor Admin tools. In the Subscription tab, click Upgrade to complete the upgrade form and contact the airSlate Sales Team. After purchasing the subscription, follow the guidelines to generate a JWT token for your Salesforce organization.

Try airSlate’s Salesforce PDF generator today to elevate your document management process

The airSlate PDF Editor for Salesforce enhances document management by integrating powerful editing tools directly into your CRM platform. This seamless experience allows for real-time updates, customizable buttons, and efficient workflows without the need to switch platforms.

With features like redaction, last-minute modifications, and copyright protection, airSlate’s Salesforce PDF generator is essential for maintaining document integrity across legal, HR, and creative sectors.

If you’re looking for advanced e-signature solutions or workflow automation, be sure to check out SignNow and WorkFlow on AppExchange for more powerful tools to enhance your operations. Don’t miss out on streamlining your processes—try the airSlate PDF Editor today and see how it can transform your document management.

The post Enhance your document management process and streamline PDF editing within Salesforce appeared first on airSlate Blog | Business automation.

Fresno Pacific University uses airSlate for Salesforce to automate adjunct contracting

airSlate Team — Thu, 18 Jan 2024 16:55:56 +0000

Managing adjunct faculty can be a serious challenge for university administrators. Adjunct contracts need to be approved and signed by multiple parties, including professors, deans, and HR departments, in a timely manner in order to avoid pay-out delays or monetary losses on either side.

airSlate has helped Fresno Pacific University streamline the adjunct contract process by integrating its no-code automation tools with its Salesforce system. As a result of using airSlate for Salesforce, the university administration office has managed to achieve faster contract cycles, reduce expenses, and take paperwork-related hassles out of the picture.

Jeffrey Jones, the Senior Technology Executive at CampusWorks, Inc., who was in charge of implementing airSlate automation into Fresno Pacific University’s processes, has shared his experience and feedback after successfully completing the project.

Scroll down to download the case study

Customer profile

Established in 1944, Fresno Pacific University is the only accredited non-profit Christian university in California’s Central Valley. Offering more than one hundred areas of study, it currently has over 4,000 students enrolled.

Interviewee’s name

Jeffrey Jones

Director of Information Systems at Fresno Pacific University,
Senior Technology Executive at CampusWorks, Inc.
Fresno, CA

The customer

With several campuses across the Valley and a large amount of adjunct faculty, FPU offers full-time courses in business, natural and social sciences, humanities, religion, pedagogics, and more. In addition, the university teaches online programs and personal development studies, reaching about 10,000 students across the entire U.S. Always encouraging its students to achieve more, Fresno Pacific University has the region’s highest four-year graduation rate.

The problem

With a vast number of adjunct faculty, Fresno Pacific University was tasked with processing thousands of employment contracts that needed to be signed by multiple parties and paid on a regular basis. Before switching to airSlate, FPU used to rely on manual, paper-based workflows, which eventually caused multiple issues.

Despite using the Mail Merge feature in Salesforce (which allowed for automating the process of generating personalized documents), adjunct contracts took hours to process and sign, creating huge overhead. Eventually, the contracts would be sent to employees by physical mail, and as a result, the university administration couldn’t get their hands on signed documents for weeks. Meanwhile, the law in California obliged employers to pay their adjunct staff regardless of if they had signed their contracts or not. Hence, the need for a swift eSignature solution became critical in averting potential financial risks.

“I was super-excited about all the possibilities with the airSlate platform just because of all the different things that could be done with it. Still, the eSignature piece was the most important part for us.”
– Jeffrey Jones, Director of Information Systems at Fresno Pacific University

In addition, Fresno Pacific University was looking for a solution that could seamlessly integrate with Salesforce. Using the CRM to store and process employee records, FPU needed an eSignature platform that would enable automated workflows inside the software ecosystem they were used to. This is where airSlate comes in.

The answer

Dean assistants at Fresno Pacific University who were in charge of generating and processing adjunct contracts grew excited about airSlate and what it had to offer. After checking out the demos of alternative products, they finally decided to go with airSlate because it provided an unparalleled array of automation features and was the best value for the money. Since airSlate doesn’t charge users per envelope as its competitors do, airSlate’s transparent pricing became an ultimate selling point for FPU.

“If you make a mistake, you’re still charged for those [with the competitor’s per-envelope pricing]. And for our Dean assistants, this was such a big deal. Not like they’re making so many mistakes, but, for whatever reason, that really resonated with them.“

Since eSignatures and airSlate automated workflows were integrated with the university’s Salesforce setup, the administrative staff managed to accelerate their adjunct contract turnover and eliminate piles of paperwork — as well as the additional overhead it involved.

“Those who had a lot of hand-done adjunct contracts, they’ve just loved that airSlate works the way it does. They’ve been really excited just because it cuts out so much overhead.“

Implementing airSlate

The IT department at Fresno Pacific University was completely satisfied with the smooth and issue-free implementation of the airSlate platform in Salesforce. One minor problem that the technicians encountered during the setup process was instantly resolved by the airSlate support team.

“During my rollout, I once ran into something I couldn’t describe […], but it got fixed. So overall, I thought the implementation was pretty smooth.“

With no technical background or any workflow automation skills whatsoever, the Dean’s assistants at FPU had no issues mastering airSlate’s no-code tools embedded in their Salesforce accounts. Now, they efficiently use quick workflow Slates and eSignatures to collect digitally signed contracts in hours instead of weeks.

“They generate a contract from the records in Salesforce; then, it goes to the Dean who signs it; then, it goes to the adjunct who signs it; then, it comes back in — the HR is aware — and then the adjuncts get paid.“

Conclusion

Happy with how the airSlate implementation project panned out, the IT specialists at FPU are realizing that they have barely scratched the surface of what airSlate can do to streamline the university’s document processes. Also, moving from Salesforce Classic to Salesforce Lightning, they expect airSlate to help them automate even more workflows. They also hope that it will fill in the gaps where some of the Salesforce functionality they previously used (like Mail Merge) was removed in the new framework.

What’s more, FPU tech specialists are contemplating the possibility of introducing airSlate forms and other automation solutions to replace third-party products that have no API.

“airSlate is one of those tools that I feel like we’re using a fraction of what it can do. It’s a gigantic toolset, and we’re using just one of all the many things [it has to offer]. But it does really well. It is rock-solid, and it helps — it’s great!
– Jeffrey Jones, Director of Information Systems at Fresno Pacific University

With less time spent on paperwork, the administrative staff at Fresno Pacific University enjoys higher productivity and can now focus on more strategic tasks. They are currently moving away from a “printing” mindset and are embracing fully automated digital workflows, which help them save both time and money.

The post Fresno Pacific University uses airSlate for Salesforce to automate adjunct contracting appeared first on airSlate Blog | Business automation.

How to become a Salesforce administrator with our free certification program

airSlate Team — Wed, 25 Oct 2023 13:03:00 +0000

As the number of businesses adopting CRM solutions is rapidly increasing, the Salesforce administrator’s role has never been so critical. Salesforce administrators collaborate with leadership teams, business and technical stakeholders to understand business needs to enable users to get the most out of their CRM.

Robust Salesforce solutions empower organizations to solve business problems by customizing the platform to help manage customer relationships, streamline sales operations, and drive growth. However, this transformative solution doesn’t operate on its own. It takes a skilled and dedicated individual, the Salesforce consultant, or a whole Salesforce team to ensure that the platform’s settings align perfectly with the organization’s objectives.

Despite its variety of features and capabilities, Salesforce’s toolset can be quite limited when it comes to document workflow automation. That’s exactly where airSlate steps in with its airSlate for Salesforce integration. The good news is that Salesforce administrators can level up their skills and knowledge by enrolling in the Document Workflow Automation for Salesforce Admins certification program at the airSlate Academy.

Over 150,000 organizations – from SMBs to FORTUNE 500 companies – are currently using Salesforce #airSlate #Salesforce #airSlateAcademy
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This blog will focus on everything you need to know about the SF admin career path. You’ll learn more about the Salesforce administrator job, and get insights into how airSlate for Salesforce can enhance document workflow automation for your organization.

Let’s get started!

What is a Salesforce administrator?

A Salesforce administrator is essentially an advanced Salesforce user with system administration privileges. They are responsible for setting up the CRM system for their organization and making sure it meets the needs of the organization and its users.

One of the most popular questions asked in regards to the role is “Do Salesforce admins need to code?”

The short answer is no. Salesforce’s App Builder allows admins to create custom experiences with its drag and drop interface, meaning an individual with hands-on experience with Salesforce and solid no-code skills can be an effective Salesforce administrator.

Still, the role of a Salesforce administrator is often multifaceted, and it’s not uncommon for individuals in this position to wear multiple hats, effectively taking on the responsibilities of a Salesforce developer as well. This dual role highlights the dynamic nature of Salesforce administration, as it requires individuals to possess a diverse skill set to effectively manage and optimize the Salesforce organization.

Simultaneously, administrators often find themselves delving into the development side of Salesforce, where they create custom objects, fields, and workflows to streamline operations. They may also engage in coding tasks, such as building custom Lightning components or Visualforce pages, to extend the platform’s functionality.

This dual role underscores the versatility and adaptability required of Salesforce administrators, as they bridge the gap between system configuration and development to maximize the value of Salesforce within their organization.

What does a Salesforce admin do?

When it comes to the job description, the scope of a Salesforce administrator’s key responsibilities can comprise, but are not limited to, the following:

assessing business processes and requirements
identifying the necessary improvements
building functionality and customizing the Salesforce platform based on business requirements
fixing issues
training users on how to use the platform
staying up-to-date on the platform’s new capabilities and updates, etc.

The position of a Salesforce administrator can come with a variety of titles such as:

– Salesforce Business Analyst
– CRM Systems Analyst
– Business Systems Analyst
– Systems Administrator
– Salesforce Guru
– Salesforce Developer
– Salesforce CRM Analyst, etc.

How much does a Salesforce systems administrator make?

On the topic of Salesforce administrator salary, the numbers may vary. According to Zippia, the average salary of a Salesforce administrator in the US is $86,565/year. For specialists with three to five years of experience, it’s $109,342/year. Glassdoor suggests $90,000 as an average salary for a Salesforce admin. ZipRecruiter puts a Salesforce specialist’s salary range between $39,000 and $147,000/year, with an average compensation of $95,910/year. Overall, the salary range may fluctuate depending on the level of work experience, as shown on the chart below:

An entry-level Salesforce Administrator with less than a year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $60,589, while a Senior Salesforce Administrator with 10+ years of experience can expect to earn an average total compensation of $91,749 and more.

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Top 3 Salesforce admin skills

If you’re looking to establish yourself among Salesforce professionals, it’s worth understanding the essential skills required by the role. The list of top Salesforce skills includes and is not limited to the following:

The proven ability to analyze data, build reports, dashboards, and workflow rules. A Salesforce analyst must understand the premises of workflow automation, data analytics, and management to streamline and accelerate team processes using Salesforce technologies with their work.
Good communication skills to enable work across the company and help user adoption. Not only does the Salesforce admin need to be able to solve problems on their own but they must also collaborate with cross-functional teams. Communication skills allow for a better understanding of an organization’s structure, how teams work, and which teams should have limited access to certain information.
Love for innovation and open-mindedness. There will always be tools that can help increase the ROI of Salesforce and decrease the biggest Salesforce challenges. Using Salesforce integrations with third-party apps – for instance, airSlate for Salesforce – can broaden the scope of tasks a Salesforce guru can solve.

Salesforce admin tasks: The general rundown

On a daily basis, Salesforce administrators can perform a range of tasks – from helping users develop reports and reset passwords to maintaining data quality, adding fields, and running backups in a Salesforce CRM. According to CIO, a Salesforce admin spends at least two hours per week completing the following activities for every 100 users in a company:

Unlocking user accounts or resetting passwords due to user forgetfulness
Resolving issues with SSO, two-factor authentication, and certificates
Adding new white-listed IP addresses
Helping users create or fine-tune reports so they yield meaningful metrics
Troubleshooting email campaigns, workflows, approval cycles, or auto-responders that generate excessive bounced emails
Expanding or refining sharing rules and access privileges so records can be properly viewed and manipulated (while keeping the “special records” locked or hidden altogether).
Fixing data records that have somehow been set with record types or ownerships that make them inaccessible to users.

The CIO article also lists monthly, quarterly, and annual Salesforce admin tasks as well as best practices which we won’t be dwelling on in this blog.

How can Salesforce admins get the most out of a CRM using airSlate?

The automation capabilities offered by Salesforce Workflows can help streamline a number of tasks that would otherwise require an organization’s time, talent, and resources. These tasks include:

Sending email alerts
Updating a record’s field(s)
Triggering a new workflow
Sending outbound messages
Assigning a task to a team member

However, when it comes to document workflow automation, Salesforce’s capabilities are limited. Salesforce admins often get involved in document workflow automation for which they may need to expand their standard Salesforce toolset.

airSlate for Salesforce offers an end-to-end workflow solution that allows for creating custom workflows featuring document generation, web forms and surveys, eSignature, contract negotiation, and more. Let’s take a closer look at how Salesforce admins can use airSlate to their benefit.

airSlate accomplishes all of the above and much more using the following integration components:

– Integration Bots enable users to collect data from external systems and communicate updates.

– Integration apps connect an external system workspace to an airSlate workspace. This provides access to airSlate Flows via shortcuts available to users and allows users of external systems to track the progress of their Slates (a collection of documents) in airSlate.

– Integrated automation provides native capabilities for external systems to create Slates in airSlate.

airSlate’s Salesforce Integration Bots can be launched from a Salesforce account to provide sales teams with an easy and seamless single point of control. You can learn how to install, set up, and use airSlate’s Salesforce Integration Bots by enrolling in free courses at the airSlate Academy:

The Create Salesforce Records Bot automatically generates new Salesforce records by transferring data from a completed document.
The Pre-fill from Salesforce Records Bot automatically populates documents with data taken from one or multiple related Salesforce records.
The Update Salesforce Records Bot automatically updates Salesforce records with data from a completed document.
The Export to Salesforce Bot automatically uploads documents to a specific Salesforce record.

Use airSlate to eliminate the manual routines associated with working in Salesforce and automate your document workflows from end to end:

For more videos like this, please visit airSlate’s YouTube channel

8 things Salesforce admins can do when automating document workflows using airSlate for Salesforce

Generate actionable documents pre-filled with Salesforce data.
Configure conditional document routing between Salesforce contacts and internal and external recipients.
Create new Salesforce records based on data entered into a document’s fillable fields.
Update existing Salesforce records based on data entered into a document’s fillable fields.
Save documents to Salesforce attachments or external storage services.
Change the status of Salesforce records and trigger actions in Salesforce based on the actionable data in documents.
Send batches of documents with the single click of a button.
Automate data collection and reporting with scheduled workflows.

Learn how sales teams use airSlate and Salesforce process automation in our recent blog.

How to become a Salesforce administrator?

It costs $200 to take the Salesforce Certified Administrator exam and up to $4500 to prepare for it #airSlate #Salesforce #airSlateAcademy
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Think about it: It costs $200 to take the Salesforce Certified Administrator exam and up to $4500 to prepare for it by enrolling in the Administration Essentials for New Admins (ADM201) course, or similar.

You can earn the Salesforce administrator credential by enrolling in the FREE certification programs at the airSlate Academy:

1. Document Workflow Automation for Salesforce Admins

Discover how to simplify the most complex Salesforce processes, minimize time-consuming tasks, and provide a smooth customer experience.

Enroll now

2. airSlate Integration for Salesforce

Get familiar with the principles of document workflow automation for Salesforce. Find new ways to streamline routine processes and tasks — all with one solution.

Enroll now

3. Business Process Automation

Get key insights into business process automation, its benefits, and how to eliminate routine tasks that slow down business performance.

Enroll now

4. Pre-fill from Salesforce Records

Find out how to automatically populate documents with data taken from Salesforce records to prevent errors and save time for more valuable tasks.

Enroll now

5. airSlate Workflow Analytics

Learn how to perform data analysis and use performance analytics using airSlate functionality.

Enroll now

FAQ

1. Does a Salesforce admin require coding?

No. For most Salesforce admin roles, coding or programming skills are not required. The Salesforce platform allows for creating custom experiences using the drag and drop interface of the App Builder. However, if you want to advance in your career as a Salesforce developer, knowledge of Apex and Visualforce will be helpful.

2. Can I get a Salesforce admin job without a certification?

Yes. High demand for administrators forces companies to hire candidates without a certification, but usually with the condition that they’ll get one within the next few months. Candidates that already have a certification are much more valuable to an organization as they’ve proven their deeper knowledge of the Salesforce platform.

3. Salesforce Admin vs. Developer – which role should I choose?

Depends on your skill set, career plan, and goals. A Salesforce admin is a great role to start working with the Salesforce platform. Some of the best developers and architects started out as admins. A Salesforce developer builds new functionality within Salesforce before passing it over to the admin to deploy across the platform. The role of a Salesforce developer is a more complicated one as it requires knowledge of Apex/Visualforce.

4. Should I take a paid training course to prepare for the Salesforce Admin exam?

Depends on your budget. There’s a variety of Salesforce courses ranging in both content quality and price. Some of them cost as little as $30 while others cost as much as $4500. The best strategy would be to enroll in a free Salesforce admin certification or course to assess the essential skills you need to master. The next step would be to enroll in a paid course with an instructor who can give direct feedback on your work. The costs may be prohibitive but your progress will be faster.

5. How much time does it take to prepare for the Salesforce Admin exam?

This will depend on your role, level of experience, and knowledge. If you’re new to the role and/or starting from scratch, you will need to spend at least 10 hours a week, for 6 weeks, to prepare. If you have more experience with the platform, you may be able to get ready in 2-3 weeks.

The post How to become a Salesforce administrator with our free certification program appeared first on airSlate Blog | Business automation.

Automated invoice processing with airSlate for Salesforce

airSlate Team — Wed, 11 Jan 2023 09:41:21 +0000

Eight in ten sales professionals believe their roles have changed since the pandemic. The ‘Hybrid work’ model pushes sales teams to focus on virtual meetings and building meaningful customer relationships instead of being ‘road warriors.’ The use of invoicing software for automated invoice processing in Sales and Procurement is driving the change.

However, manual invoice processing involving disparate data pulled from multiple spreadsheets remains a requirement among many Sales and Procurement managers. When it comes to implementing Salesforce process automation, sales teams face a digital skills gap and lack of training, negatively affecting their organization’s bottom line.

In this blog, we’ll focus on the benefits of automated invoice processing with airSlate for Salesforce.

Note: You can enroll in a free self-paced Automating Invoice Processing course at the airSlate Academy to learn the basics of automated invoice processing with airSlate.

Enroll

Manual vs. automated invoicing

Despite living in an era of digital transformation, manual methods for managing processes are still popular among organizations with long histories. Invoice processing workflows are no exception.

A typical manual invoicing process appears as follows:

An organization receives invoices by post, email, fax, etc.
They are sorted and forwarded to the finance department.
An accountant then checks and verifies that both the invoice and purchase order documents match.
If the invoice corresponds to the purchase order, it is approved and signed for payment.
If it exceeds the organization’s limited amount or contains any unclear data, it is sent on to a supervisor for further verification.
If everything is correct, the invoice is forwarded for payment.

An automated invoicing process looks completely different:

The Procurement Manager fills in the purchase order and emails it to their Vendor.
The Vendor is then notified via email, fills in the purchase order, and signs it.
The invoice is then automatically pre-filled with the information from the purchase order (or a CRM) and is forwarded to the Finance Manager.
The Finance Manager gets a notification, checks the documents, and signs them to process the payment.
The completed documents are attached to the email notifications and stored in a CRM.

Compared to digital invoicing software, manual invoicing is more expensive and time-consuming. Sales reps report a number of different issues stemming from manual invoicing, such as:

Time lost when pulling data from multiple locations
Missed sending dates due to a lack of automated reminders and notifications
The need to switch between different applications to generate an invoice or a purchase order

And that’s without mentioning the risk of duplicating payments, lack of analytics, past-due charges, inaccuracies, etc.

The lack of automated invoice processing overwhelms sales teams with the time-consuming work it takes to generate new invoices month after month. Overall, inefficient invoicing operations negatively impact sales departments, customers, and the bottom line, leading to employee frustration, poor customer experience, and even lost revenue.

What is automated billing and invoicing software?

Almost 80% of companies with invoice automation in place expect to cash in on their digital investment over the next three years. Investing in sales automation software and automated billing has proven to improve sales teams’ efficiency and customer experiences while streamlining revenue operations

The key benefit here — all sales activities are completed, tracked, and managed in a single solution which increases visibility over the process for all necessary stakeholders.

For sales departments managing multiple customer accounts, invoicing software ensures billing and invoicing happen on time.

Leveraging automation allows for a more streamlined invoice generation, approvals handling, payment collection, and more. Integrating your automated invoicing software with a CRM, such as Salesforce, NetSuite, or MS Dynamics, allows records and contacts to be automatically updated — eliminating the need for manual data entry.

Automating the invoicing process is an essential part of streamlining the business revenue cycle. It allows for greater efficiency and visibility while accelerating the time to revenue

airSlate for Salesforce is an end-to-end workflow automation solution that allows sales teams to create custom workflows featuring document generation, web forms and surveys, eSignature, contract negotiation, and more.

airSlate for Salesforce addresses the most challenging tasks for businesses looking to automate their invoicing within their Salesforce organization. #Salesforce #automation @airSlateAcademy

Four benefits of automated invoicing with airSlate for Salesforce

Automated invoice process with airSlate for Salesforce offers many benefits for sales teams:

1. Improved payment process

Disjointed billing and invoicing processes can hinder the customer experience by turning it into a transactional relationship instead of an ongoing journey with a brand. Sales reps can come across as pushy when trying to chase down payments month after month. Worse, bugging customers for payments could affect the sales team’s professional reputation.

Automated billing and invoicing activities allow for keeping it fast and professional when a payment must be collected. airSlate allows for adding payment collection forms to a business workflow and integrating them with a payment gateway in less than 10 minutes. This way, you can keep track of all payment data in real time via the Analytics widgets and Audit trail.

2. Increased accuracy

Not only do errors and typos hinder the overall customer experience with your brand, but they also erode confidence in your systems. In the worst-case scenario, late or missing payments disrupt an organization’s revenue stream.

airSlate lets you automatically pre-fill invoices with data from your Salesforce records, ensuring consistency and accuracy every time. airSlate’s Salesforce Integration Bots can be launched from a Salesforce account, providing sales teams with an easy and seamless single point of control.

You can learn how to install, set up, and use airSlate for Salesforce to automate invoicing operations. Enroll in a free self-paced Automating Invoice Processing course at the airSlate Academy to learn the basics of automated invoice processing with airSlate.

3. Improved customer experience

A straightforward invoicing process significantly improves the customer experience. Having to focus on chasing down overdue invoices, tracking customer activities through multiple, disjointed systems, and fixing errors distracts sales reps from delivering a great customer experience.

Automated invoicing software helps sales teams focus on developing customer relationships. Once you introduce invoice processing automation, it’s easier to upsell or cross-sell your services to loyal and happy customers.

4. Better visibility into invoicing activities

Having visibility over recipients and the dates invoices are sent is essential for sales teams. Without this visibility, it could be challenging to predict when payments will come in, know when payments are late or completely missed, or keep track of whether an invoice was sent.

Invoice automation software allows sales teams to track the entire process within a CRM system. airSlate allows better visibility into invoicing activities in your Salesforce CRM organization. Not only will you be able to track the status of your invoice, but you can also automate follow-up and reminders so your teams can stay on top of payments.

Ready to level up your billing and invoicing process? Contact Sales to learn how to get the most out of invoicing automation with airSlate for Salesforce.

The post Automated invoice processing with airSlate for Salesforce appeared first on airSlate Blog | Business automation.

airSlate & OMI partnership: Saving up to 25 working hours per week with digitized workflows

airSlate Team — Wed, 09 Feb 2022 12:04:13 +0000

OMI (Outsource Management Inc.) is a go-to resource that helps primarily (but not exclusively) mid-sized companies implement and integrate various SaaS solutions into their business workflows.

Key areas of expertise: CRM systems, marketing automation, account-based marketing, sales process automation, the list goes on. With over 20 years of experience on the SaaS market, OMI provides consulting for businesses looking to make the most of their Salesforce stack, Dynamics 365 stack, and now airSlate.

OMI’s story stands out as an example worth emphasizing because their team not only consults with other people on how to implement airSlate — they are using airSlate in their internal processes. And who is a better software consultant than an experienced user?

Scroll down to download the case study

Interviewee’s name

Paul Sciandra

COO & Head of Professional Services Practices at OMI
Alpharetta, GA

How OMI uses airSlate internally

Before their introduction to airSlate from a partner, OMI used to have two different systems for their master service agreements. Thus, opportunities and quotes needed to be transferred manually before they could become sales orders. airSlate helped with consolidating several of these smaller processes into a single workflow. The time-saving effect from this consolidation was notable almost immediately:

“airSlate saves our Sales team a tremendous amount of time and allows us to assign resources a lot quicker. Thus, our customers get engaged a lot quicker, and we can get everything started much sooner these days.”
— Paul Sciandra, COO & Head of Professional Services Practices at OMI

Once contract negotiation & redlining was integrated via airSlate with OMI’s sales workflow in Salesforce, the number of manual iterations was quickly brought to a minimum. Paul describes it as “turning into the click of a button.”

Helping other businesses get the most of airSlate and signNow

OMI came to know about airSlate, as a standalone product and a vendor of signNow, about a year ago. Almost immediately, they realized that airSlate was the perfect match for what they were already doing, primarily due to the accumulated experience with the custom applications of Salesforce, Dynamics, and some other software systems.

Today, OMI is implementing airSlate for:

companies that are already using Salesforce or Dynamics 365,
companies that were introduced to airSlate independently but are lacking resources to implement it by themselves,
organizations interested in customizing signNow API solutions (integrating eSignature functionality into their existing business flows).

As Paul describes it: “The breakdown between current airSlate users and those who come as Salesforce users is close to 50/50. Some customers also come through our joint partnerships, such as AppDirect or AppSmart.”

OMI’s selected use cases

Paul has a wide range of success stories from businesses of all sizes and industries in his portfolio. Below are a few of OMI’s selected use cases:

1. A non-profit organization saving up to 25 hours each week

“They purchased airSlate, and then came to us for implementation. At that point, they didn’t have Salesforce or any other CRM. They only had Dropbox, and they were an actively hiring organization, sending around 20 documents to each applicant! With our help, this whole process is now organized in airSlate, and manual work is almost entirely eliminated. They quoted 20 to 25 hours of work saved per week.”

2. A legal company automating their endless paperwork

“Legal work comes with a significant amount of documents that need review, approval, signatures, and so on. For them, we did exactly what we do internally with our sales processes and Salesforce. With the click of a button, you pre-fill the document, send it out, perform the negotiations, and get all the changes accepted. Then everything gets signed and attached to your records. Any document can change its status and move inside and outside the organization without any manual handling involved.”

3. Customers migrating from DocuSign to airSlate

Today’s SaaS market is already quite dense. The competition is fierce as business customers feel at liberty to switch to an alternative whenever they are not satisfied with the pricing model and/or the functionalities offered:

“We see a lot of customers migrating to airSlate from DocuSign. airSlate seems to be a bit more powerful than DocuSign. DocuSign has been embedded in Salesforce for a while already but lacks some sophistication in areas that are now of interest to our customers. This includes things like integrated business processes and automated workflows. And this is why airSlate is way better suited than DocuSign.”
— Paul Sciandra, COO & Head of Professional Services Practices at OMI

4. Established enterprises finally transitioning from manual quoting

Large businesses are known to be rather slow-moving and inflexible when it comes to strategic decision-making, especially where changing software is concerned. OMI is making digital transformation a smooth experience for large organizations:

“Some large organizations still perform quoting manually. We focus on bringing their opportunity management and their quoting process into Salesforce, then airSlate processes are tacked on top. The whole process becomes seamless,” this is how Paul describes OMI’s solution.

Why should businesses embark on a digital transformation journey?

When concluding our interview, we asked Paul a question we felt was most applicable to digital transformation and workflow automation moving into 2022:

“If the lockdowns did not make businesses go digital before, why and how should they start digitizing now?”

Paul’s answer is certainly something to reflect on:

“For whatever reason, there are still quite a lot of businesses that did not manage to automate and optimize during the COVID lockdown. Most probably, they do not realize the tremendous time-saving effect from it. And not only internally but also for customers and other stakeholders. I would recommend starting small. Many people try to bite off too much from this automation pie. Start small, with one or two key processes. Continuous improvement is great. With time, process automation will surely expand to every core business process of an organization.”
— Paul Sciandra, COO & Head of Professional Services Practices at OMI

OMI used airSlate powered by AWS

The post airSlate & OMI partnership: Saving up to 25 working hours per week with digitized workflows appeared first on airSlate Blog | Business automation.

Free webinar | Document workflow automation for Salesforce admins: getting the most out of a CRM

airSlate Team — Fri, 28 Jan 2022 11:34:54 +0000

The airSlate Academy is happy to announce its upcoming FREE webinar —
“Document workflow automation for Salesforce admins: getting the most out of a CRM”.

The webinar is scheduled for February 15, 2022, at 12:00 PM (EST), presented by airSlate’s automation experts Colin Teubner, Director, Customer Solutions, Harry Rhatigan, Solution Architect, and Maria Makovska, Product Manager – Integrations.

Document workflow automation for Salesforce admins

Salesforce is a powerful tool that can be used to streamline document workflows for SMBs and enterprises. airSlate Academy’s new webinar aims to educate Salesforce administrators on how they can get the most out of a CRM by integrating it with airSlate’s document workflow automation solution.

In this webinar, you’ll learn how to:

Generate error-free documents quickly and right from your Salesforce account
Move your Salesforce data and receive automatic notifications with no-code Bots
Use all the necessary tools for Salesforce workflows with an all-in-one solution.

The webinar’s agenda will cover the following aspects of Salesforce automation:

What an all-in-one document workflow automation is and its key features
Benefits of integrating Salesforce with a document workflow automation solution
A live demo of how to integrate airSlate with Salesforce
Q&A session

Speakers

Colin Teubner

Director, Customer Solutions

Harry Rhatigan

Solution Architect

Maria Makovska

Product Manager – Integrations

Register for the webinar

Learn how to save time on Salesforce processes using document workflow automation and experience a practical use case for streamlining Salesforce workflows with airSlate.

Free registration

The post Free webinar | Document workflow automation for Salesforce admins: getting the most out of a CRM appeared first on airSlate Blog | Business automation.

How to automate your sales process with the airSlate for Salesforce integration

airSlate Team — Tue, 30 Nov 2021 08:00:00 +0000

The emergence of COVID-19 has changed the nature of sales — from performance-oriented to customer-centric. The pandemic also created a new type of customer — the far more informed individual who is more demanding, less loyal, and extremely reliant on their internet connection. Pressured with the need of making remote sales operations more efficient and customer-centric, sales teams pivoted to accommodate this change by adopting Salesforce process automation.

In their day-to-day job, sales teams are often challenged with burdensome audit trails, poor record management, and a lack of visibility into contract signing and deal development. Going remote only made things worse, especially for those 52% of US business owners who had not digitized their business processes before the pandemic.

Automating sales and procurement with Salesforce allows sales teams to close 30% more deals, while also reducing the sales cycle by 18%, thus saving 14% the administration process. #Salesforce #automation @airSlateAcademy
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This blog will talk about Salesforce process automation and explore routine sales processes that you can easily automate today. You’ll also learn how to use airSlate’s Salesforce Integration Bots to streamline processes for sales and procurement departments. Finally, you will learn how to advance your Salesforce automation skills by enrolling in a variety of free business automation courses at the airSlate Academy.

Why more sales teams automate processes with Salesforce

Business automation continues to be one of the dominating tech trends in 2022 that drive digital transformation across different industries, including sales and procurement. According to Salesforce’s ‘State of Sales’ report, only 41% of organizations leveraged sales process automation pre-COVID. In fact, sales reps used to spend 64% of their time on non-selling activities such as administrative tasks (25%), service tasks (16%), traveling (7%), downtime (7%), internal company meetings (6%), and training (4%). Personal meetings with customers accounted for 24% of a typical sales rep’s time while connecting with customers virtually accounted for only 12% of their time.

Source: Salesforce

In 2021, the sales landscape changed significantly. Research indicates that

53% of organizations started using sales process automation and tools that helped automate sales forecasting, quotation, account and contact management, and other sales processes. #Salesforce #automation @airSlateAcademy
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In fact, 79% of sales reps said they’ve had to adapt quickly to new ways of selling by leveraging more methods of automation. In addition, top performers started automating repetitive sales-related tasks:

69% of respondents automated the process of logging sales data and customer notes
66% of respondents introduced automation while managing repetitive tasks
65% of respondents automated the process of generating quotes and proposals.

Source: Salesforce

Although Salesforce is a universal tool for sales teams, it’s possible to extend its functionality by integrating it with workflow automation solutions and productivity apps. By the way, you can learn more on how to export data from Salesforce to Google Sheets with airSlate Bots. In fact, Salesforce and airSlate’s integration allows sales departments to streamline and automate their routine processes using no-code bots.

How airSlate and Salesforce process automation works

airSlate for Salesforce is an end-to-end workflow automation solution, which allows sales reps to create custom workflows featuring document generation, web forms and surveys, eSignature, contract negotiation, and more.

The airSlate integration for Salesforce addresses the most challenging tasks for businesses looking to automate their workflows within their Salesforce organization. #Salesforce #automation @airSlateAcademy
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airSlate accomplishes this using the following integration components:

– Integration Bots that enable users to collect data from external systems and communicate updates.

– Integration apps that connect an external system workspace to an airSlate workspace. This provides access to airSlate Flow Templates via shortcuts available to users and allows users of external systems to track the progress of their Slates (a collection of documents) in airSlate.

– Integrated automation that provides native capabilities for external systems to create workflows in airSlate.

airSlate’s Salesforce Integration Bots can be launched from a Salesforce account providing sales teams with an easy and seamless single point of control. You can learn how to install, set up, and use airSlate’s Salesforce Integration Bots by enrolling in free courses at the airSlate Academy:

The Create Salesforce Record Bot automatically generates new Salesforce records by transferring data from a completed flow template.
The Pre-fill from Salesforce Record Bot automatically populates documents with data taken from one or multiple related Salesforce records.
The Update Salesforce Record Bot automatically updates Salesforce records with data from a completed Flow (collection of documents).
The Export to Salesforce Bot automatically uploads a flow template to a specific Salesforce record.

Find out how to easily automate workflows in your Salesforce account using no-code airSlate Bots. Watch the video below to learn how to:

Route documents between CRM contacts and internal & external recipients
Generate documents pre-filled with Salesforce data
Create new records based on data entered in a document’s fillable fields
Update existing records based on data entered in fillable fields.

Learn everything you need to digitally transform your business with the airSlate Academy’s free online courses. From starter courses covering automation basics to expert certifications that demonstrate how to digitally transform your business.

airSlate’s library of Salesforce Integration Bots allows sales teams to optimize their existing document workflows. In simple terms, a sales representative can take the data from those documents, update the underlying documents, and receive the data right back in Salesforce.

8 things you can do when automating sales workflows in Salesforce with airSlate’s no-code integration:

Generate actionable documents pre-filled with Salesforce data.
Configure conditional document routing between Salesforce contacts, and internal and external recipients.
Create new Salesforce records based on data entered into a document’s fillable fields.
Update existing Salesforce records based on data entered into a document’s fillable fields.
Save documents to Salesforce attachments or external storage services.
Change the status of Salesforce records and trigger actions in Salesforce based on the actionable data in documents.
Send batches of documents with the single click of a button.
Automate data collection and reporting with scheduled workflows.

Here’s what our customers are saying about the airSlate and Salesforce integration:

T2 Biosystems uses the airSlate for Salesforce integration to ensure a consistent, secure experience for patients. Seamless integration with Salesforce and importing all data from day one has helped T2 significantly improve their experience. Not only were they able to save unfinished forms and complete them later, the form completion process turned out to be quite straightforward. Overall, the airSlate and Salesforce integration helped T2 upgrade and adapt processes while preserving the initial workflow.

airSlate’s ability to seamlessly integrate with Salesforce allowed us to easily disseminate important forms to end-users. It can automatically attach completed forms that meet compliance regulations back into Salesforce.

Anthony Matero,

Operations, T2 Biosystems

It only takes a couple of clicks in Salesforce to create a custom button and set a contact record that’s tied to a flow template within airSlate. Doing so allows for taking the existing data, or the data that you’re collecting from a contact or sales lead, and inserting it back into the Salesforce record.

Here’s an example of how you can configure the Pre-fill flow from Salesforce Record Bot to populate any document with data from Salesforce in a few steps:

Set a condition for pulling Salesforce data into your template and generating a document.
Connect your Salesforce account.
Connect your document fields with a Salesforce record.
Let airSlate automatically populate your document with Salesforce data.

How to set up the airSlate for Salesforce Integration

Top 3 sales processes to automate using the airSlate for Salesforce integration

And now, let’s take a look at the top 3 sales processes that the airSlate for Salesforce integration optimizes:

1. Contract negotiation

airSlate for Salesforce can be used to streamline a sales contract negotiation. Let’s view a typical contract negotiation process involving three roles:

a sales representative who needs to send a sales contract to their client
a client who wants to purchase goods
a VP of Sales who needs to approve the sales contract.

The contract negotiation process requires that each of the roles completes the following steps:

A sales representative, who has been negotiating a deal, sends the sales contract to a client.
The client reviews the contract, and approves, or suggests changes, if necessary.
The approved contract is signed by both the client and the VP of Sales before any goods are delivered.
The sales representative needs to track contract negotiations and the signing process to document the chain of custody.

To automate the contract negotiation process using the airSlate for Salesforce integration, you will need to set up the following Bots:

The Pre-fill from Salesforce Record Bot to populate the contract with data from the Salesforce Record.
The Email upon Flow completion Bot to notify each party of any changes that occur during separate stages of the contract negotiation process.
The Update Salesforce Record Bot to update the existing Salesforce Record with new data, if necessary.
The Save to Google Drive Bot to automatically save the completed contract to Google Drive.

How to automate contract negotiation using airSlate and Salesforce

As a result of contract negotiations, a sales representative has the Opportunity record in Salesforce along with the details about the deal, as well as Account information and Contact data. Using airSlate, sales reps can add a button on the Opportunity record that will generate a Contract for them automatically, using a pre-defined flow template and data from Salesforce.

Here’s what the contract negotiation process looks like in airSlate:

Sales can edit the Contract to add more data if needed. Once the Contract is ready, they need to click the Complete button to send the Contract to the Client.
The Client receives an email with the link to the Contract. They will see the Contract populated with their data automatically and will be able to suggest changes as needed.
Sales is notified by email about the suggested changes so they can review the changes suggested by the Client. If they are happy with these changes, they can Complete Negotiation. Alternatively, they can keep the Contract editable and continue negotiations.
When the contract is ready for signing, Sales completes the document and it is sent back to the Client for signing.
The Client is notified by email and opens the Contract. Sales can choose to be notified by email once the Client opens the Contract. They can also monitor the signing progress without leaving Salesforce.
Once the Client signs the Contract, the VP of Sales is notified by email. They then open the Contract and sign their part. Sales will see the Opportunity status update automatically in Salesforce with the Sales Contract attached.
The Client receives the signed Contract by email and the deal is done!

If you want to improve your contract negotiation skills, we recommend enrolling in free certification programs at the airSlate Academy. Enroll in the free Contract Negotiation course to learn how to create, negotiate, finalize, and sign contracts in no time, regardless of where your clients are located.

Enroll

2. Price quotation

Price quotation is one of the most common sales processes that the airSlate for Salesforce integration can streamline. Let’s view a typical price quotation process involving three roles:

a sales representative who needs to send a Quote to a client
a client who wants to purchase goods
a manufacturer who needs to send goods to a client.

To automate the price quotation process using the airSlate for Salesforce integration, you will need to set up the following Bots:

The Pre-fill from Salesforce Record Bot to populate a Quote with Salesforce data from the selected record.
The Export to Google Sheet Bot to automatically copy data to the respective fields in a Google Sheet.
The Email upon Flow completion Bot to notify each party about the changes happening at every stage of the price quotation process.

As a result of negotiating with the Client, Sales has all the necessary information about the deal stored in Salesforce — the Opportunity and related objects, such as Products, Contact, and Account. They are ready to send the Quote.

Here’s what the price quotation process looks like using the airSlate for Salesforce integration:

Once a Sales representative clicks the custom button added to their Opportunity, the airSlate integration collects data for the Quote from Opportunity, Products, Account, and Contact. Sales can also add information or make changes on the fly and sign from their side.
When Sales clicks the Complete button on the Quote, it will be automatically sent to the Client. After that, the Opportunity status in Salesforce will be updated. A Quote can also be routed for internal approval, if necessary.
The Client receives an email notification and opens the Quote. Sales can choose to be notified by email once the Client opens the Quote. They can also monitor the signing progress without leaving Salesforce.
The Client can review the information, update some details like PO number, and sign the Quote. A payment form can also be included in the package to collect payment immediately, if necessary.
After that, Sales can see the Opportunity status updated automatically in Salesforce along with the signed document attached. The Account record is also updated with new contact information entered by the Client.
The Manufacturer can see the Sales Order updated automatically with a PO number. The signed Quote will be attached to the Sales Order record as well.

If you want to improve your sales quoting automation skills, we recommend enrolling in the free certification programs at the airSlate Academy. Enroll in the free Automating Price Quoting course at the airSlate Academy to discover a simple way to streamline your sales pipelines by automating price quotations with airSlate.

Enroll

3. Vendor contract approvals

Sales departments often face a number of bureaucratic bottlenecks during vendor contract approvals. Before sales and procurement can legally start working with new suppliers, they have to fill out registration forms and sign various agreements and policies. Using airSlate’s workflow automation, it’s possible to accelerate and simplify the document flow between all parties involved in the process.

Let’s view a typical vendor contract approval process involving three roles:

a procurement manager who checks the information about a new vendor and signs a vendor contract
a vendor – a new supplier who will be providing goods and services. The vendor provides their company’s information, payment details, and signs the contract
a Chief Operations Officer (COO) who gives final approval, signs the contract, and processes payments.

To automate the process of approving vendors, you will need to set up the following Bots:

The Pre-fill from Doc to Doc Bot to populate your vendor contract with data taken from another document.
The Create Salesforce Record Bot to create a new Salesforce Record using data from your vendor contract.
The Email upon Flow completion Bot to notify the COO when the vendor contract has been completed.
The Save to Dropbox Bot to archive a completed contract to your Dropbox account.

Here’s how the process of approving vendors is automated using airSlate:

1. A Procurement manager requests data from an approved vendor. The Vendor receives a link to the registration form and contract to be filled out and signed. The Procurement manager easily follows up on the process by receiving email notifications once documents are completed.

2. The new Vendor adds their contact information and payment details to the vendor registration form and submits it. The Vendor is then automatically transferred to the vendor contract which is already pre-filled with data from the registration form.

3. The Procurement manager is notified via email that the Vendor has completed the documents. They review the documents and if everything checks out, they sign the contract as well.

4. Then, the Chief Operations Officer receives an email invitation to fill in the documents. They open the contract and sign their part. The COO then processes the payment.

5. The vendor contract approval participants receive their signed copies via email. All the completed documents are automatically archived to the cloud storage of their choice.

If you want to improve your automation skills for procurement, we recommend enrolling in the free certification programs at the airSlate Academy. Enroll in the free Automating Vendor Contract Approvals course to learn how to automate and streamline the approval and onboarding of new vendors and increase the efficiency of procurement processes.

Enroll

The Bottom Line

Leveraging Salesforce process automation has proven to make sales teams more efficient, improve customer experiences, and as a result, increase the bottom line for sales teams. Organizations must prioritize the need to upskill their sales professionals and equip them with the digital skills needed to sustain business resiliency and continuity.

airSlate’s document workflow automation solution frees sales teams from routine tasks by letting them automate sales workflows without having to leave Salesforce. Using Salesforce process automation and airSlate’s no-code Bots, sales teams can save time and reduce errors by generating data-driven contracts, agreements, quotes, proposals, and other documents with the click of a custom button.

The post How to automate your sales process with the airSlate for Salesforce integration appeared first on airSlate Blog | Business automation.

T2 Biosystems, a diagnostic solutions provider, uses airSlate to ensure consistent and secure workflows

airSlate Team — Sun, 01 Aug 2021 11:17:00 +0000

By integrating airSlate into their Salesforce processes, T2 Biosystems could easily share forms with end-users and secure partially completed information for future use. With airSlate’s flexible no-code automation, T2 adapted airSlate to their existing workflow on day one.

Scroll down to download the case study

Company profile

T2 Biosystems is an emerging leader in the ﬁeld of in-vitro diagnostics (the study of blood and tissue to cure and prevent diseases). T2’s initial development eﬀorts target sepsis, hemostasis, bacteria, and Lyme disease, which are areas of signiﬁcant unmet medical need. Their mission is to save lives and improve healthcare by giving physicians what they need to get patients on the right therapy faster.

Interviewee’s name

Anthony Matero

Operations

Location

Lexington, MA

Challenges

Difficulties in creating a regular experience for end-users was a constant issue that had been affecting the overall flow of T2’s platform. «Our other challenge was creating a solution that included all the required features we needed, such as the ability to save our partially completed forms,» says Anthony Matero, T2 Operations.

“Our other challenge was creating a solution that included all the required features we needed, such as the ability to save our partially completed forms.”
– Anthony Matero, Operations

Before airSlate, T2 had been using MS Word and Adobe Acrobat to process forms and sensitive information. Due to the compliance process for obtaining medical data, T2’s inability to revisit their forms and complete them at a later time without having to restart an entire workflow was causing unnecessary delays.

Addressing the issues

airSlate’s built-in integration with Salesforce gave T2 a direct path for using airSlate throughout their CRM system so that they could start utilizing its functionality on day one. Matero recalls, “airSlate’s ability to seamlessly integrate with Salesforce allowed us to easily disseminate important forms to end-users. It can automatically attach completed forms that meet compliance regulations back into Salesforce.”

“airSlate’s ability to seamlessly integrate with Salesforce allowed us to easily disseminate important forms to end-users.”

Standard airSlate functionality addressed T2’s issue of consistent user experience. Another frustrating challenge T2’s office of around 30 employees was facing was access to unfinished forms. «We are also very pleased with the feature that allows us to save unfinished forms and return at a later date to complete them,» says Matero. «The process of filling out our forms is easier. The end-user’s ability to enter the correct information into the form fields the first time has improved.»

T2 now enjoys airSlate’s added benefit of knowing that their document end-users are always using the most current version of their forms. This type of functionality is inherent in the design of the airSlate platform.

Enjoy easy-to-configure robotic process automation without having to leave Salesforce

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The benefits of deploying airSlate

While switching to airSlate, T2 took the time to update their forms and processes. “The flexibility of airSlate allowed us to design a workflow that works for us. The automation built into airSlate helped us remove many manual steps in our old process”, says Matero.

“The flexibility of airSlate allowed us to design a workflow that works for us. The automation built into airSlate helped us remove many manual steps in our old process.”

Organizations tend to go through a period of change when improving their regular routines to create balance with a new workflow. This period can involve any number of setbacks and frustrations when trying to change longstanding processes to any new software system. However, airSlate does not place any demands on an organization to conform to a specific way of doing things. “The flexibility that is built into airSlate is a huge benefit compared to other solutions. We were able to configure airSlate to match our process instead of changing our process to fit into some predetermined workflow,” recalls Matero.

Once T2 had airSlate up and running, employees could start applying airSlate’s standard workflow and automation features to their most cumbersome processes in minutes. Matero recalls, “We started saving time whenever our document end-user used the new airSlate Flows. Our savings weren’t just limited to the person filling out the form but also the admin time required to administer the process.“

Conclusion

airSlate’s security and features for complying with regulations spanning many industries is a key aspect of its operations. Making them available on day one means that a business doesn’t have to sacrifice efficiency when introducing the solution. “Overcoming obstacles during implementation was not an issue,” says Matero. “The support we received from airSlate was above and beyond what we usually experience with other vendors. airSlate personnel are all extremely knowledgeable and helpful.“

“The support we received from airSlate was above and beyond what we usually experience with other vendors. airSlate personnel are all extremely knowledgeable and helpful.”
– Anthony Matero, Operations

T2 Biosystems integrated airSlate’s simple interface which allowed them to automate complex processes. The ability to achieve their desired workflow without having to create custom code was valuable in getting them up and running quickly so that their team could continue operations without a hiccup.

The post T2 Biosystems, a diagnostic solutions provider, uses airSlate to ensure consistent and secure workflows appeared first on airSlate Blog | Business automation.

How to export data from Salesforce to Google Sheets with airSlate Bots

airSlate Team — Mon, 31 May 2021 12:17:31 +0000

Looking for an easy way to export data from Salesforce to Google Sheets? This blog will walk you through the three most common methods for exporting Salesforce data. Most importantly, we’ll share step-by-step instructions on how to export data from Salesforce to Google Sheets using airSlate’s no-code Bots (Not an airSlate user? Sign up for free!).

What is a Salesforce data export?

In a nutshell, data export is a process of pulling data or data sets between various software applications. Salesforce data export is a native Salesforce functionality that implies creating a copy, extracting, and syncing Salesforce data into another format or application. One of the most common uses is exporting a Salesforce report to a downloadable spreadsheet in CSV format. In Salesforce, users can run the export process manually or automatically, on a weekly or monthly basis.

Data export is a process of pulling data or data sets between various software applications. #nocode #automation @airSlateAcademy
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3 reasons to export data from Salesforce

There are three reasons to perform a Salesforce data export:

To retain Salesforce data in a separate file for the purposes of data analysis, reporting, and visualization.
To backup data. The 2020 Salesforce Data Recovery Service’s retirement caused concerns among users. It later became known that Salesforce backup and restore services built natively on the platform will be available in summer 2021.
To integrate a Salesforce account with a third-party app and import Salesforce data there.

How to export data from Salesforce to Google Sheets using airSlate Bots

In this chapter, we’ll focus on the three most common ways to automate a Salesforce data export – using airSlate’s no-code Bots, the native Salesforce Data Export tool, and/or a custom script.

How to automate your business processes with airSlate Bots

airSlate’s no-code Bots allow users to set up a fully automated no-code workflow designed to fit specific business needs, including data transfers. In a very general sense, bots are software robots that perform actions based on pre-set conditions and are triggered to act when a Slate (package of documents) is opened or after it’s been edited.

Using no-code bots doesn’t require any special technical skills, which makes the process easy and intuitive for business users. When properly configured, bots can complete a vast scope of tasks without any further action from the user.

In airSlate, Bots are split into two categories based on their mode of operation:

Automation Bots are used to manage access control to documents, send notifications and reminders to the intended recipients, and so on.
Integration Bots are used to build connections with third-party services like CRM systems, databases, systems of record, and others.

airSlate’s integration Bots include various data export bots, which allow users to automate data exports from third-party software including CRMs, databases, productivity applications, etc. Using these bots allows users to eliminate issues associated with manual data entry and ensure the accuracy of business data. To export Salesforce data to Google Sheets, you will need to leverage two integration Bots – the Pre-fill from Salesforce Record Bot and the Export to Google Sheet Bot.

Follow the steps below to perform a Salesforce data export to Google Sheets using airSlate Bots:

Complete the following steps before you start using airSlate Bots:

To start working with documents, create a Flow that can later be connected to integration or automation Bots.
Add the documents you intend to use.
Set up Bots to automate the data transfer.

The process of a Salesforce data export to Google Sheets with airSlate involves two stages:

1) exporting data from your Salesforce record to the Slate (a document or spreadsheet).

2) moving this data from the Slate to a Google Sheet.

Make sure that your airSlate workflow is properly configured before exporting Salesforce data to Google Sheets.

Once you’ve uploaded the necessary document(s) or created them from scratch, you will need to set up two airSlate integration Bots:

The Pre-fill from Salesforce Record Bot
The Export to Google Sheet Bot

Follow the step-by-step instructions below to configure the Pre-fill from Salesforce Record Bot:

Connect your Salesforce account to your airSlate workflow and select the instance you will use: Production, Sandbox, or Custom URL.
Choose the Salesforce base object with the record you need (e.g., you want to export Contacts from Salesforce).
Set the correspondence between the Salesforce record fields and the document fields (where you will export the data).
Select the Bot execution condition that will trigger the Bot to act (e.g., the Bot will be triggered once a specific field in the document is filled in).

How to set up the Pre-fill from Salesforce Bot in airSlate

Once the execution condition is fulfilled, the data will be automatically exported from the indicated Salesforce record to your document.

To move the exported data from the document to a Google Sheet, set up the Export to Google Sheet Bot:

Connect your Google account to your airSlate workflow and select the Google Sheet you intend to populate with data.
Set the correspondence between the document fields and the fields in the Google Sheet.
Select the Bot execution condition that will trigger the Bot to act.

Once the execution condition is met, the data will be automatically exported from the document to the selected Google Sheet.

How to set up the Export data from a Slate to Google Sheets Bot

How to export data using native Salesforce functionality

The native Salesforce Data Export tool allows users to pull data from Salesforce once per week/month and/or schedule mass exports once a month. Once the export is configured, the Data Export tool emails a link to a downloadable CSV file the Salesforce user has to manually download on their device.

On the one hand, using a native tool within the Salesforce environment is convenient, since it doesn’t require any third-party apps or plug-ins. On the other hand, the native Salesforce Data Export tool only automates half of the process, as users still have to download the CSV file manually.

Follow the step-by-step instructions below to set up a Salesforce data export using the Data Export tool:

1. Start by clicking Setup, then expand Data Management on the left side of the screen, and then click Data export.

2. You will be presented with two options – “Export Now” or “Schedule Export”.

The “Export Now” option allows users to manually extract Salesforce data once per month. Users of Enterprise, Performance, and Unlimited Editions can export data every week.

Select the data you intend to export, then click Save. Once the file(s) are ready for download, you will receive an email notification.

Take note: the exported file(s) will be available for download for 48 hours. Click Download to retrieve the ZIP archive containing the CSV file to your device.

3. The “Schedule Export” option allows for automating the process of executing a Salesforce data export on a monthly basis. Set the frequency, select the data you need exported, and then click Save.

Take note: the exported data will be pulled automatically into a CSV file on the schedule you’ve set. After that, you’ll need to manually save it to your device.

How to export Salesforce data using a custom script

The Salesforce platform can be expanded with the pre-programmed Extract, Transform, Load tool or script. ETL refers to the procedure of pulling data from one or several sources into a destination system which then processes the data and represents it differently from the source or in a different context.

An ETL tool/script is capable of extracting data from Salesforce into CSV format and outputting the aggregated files in a target destination for analysis or retention. For instance, a custom script in Python or Ruby allows for automating the process of downloading files from Salesforce to a local computer. After that, a script sends out an email notification per the download’s completion or failure.

Overall, configuring a custom script is a great option for both tech-savvy users or if there’s a way to leverage the IT department. On the other hand, for an average business user, pre-programming a script to automate a Salesforce data export requires technical skills and knowledge of programming they simply may not have.

Learn more about airSlate’s native integration with Salesfloce by watchig the video below:

Learn how to export Salesforce data with the airSlate Academy

At the airSlate Academy, we educate our potential and existing customers about workflow automation and how it applies to specific industries and business needs. The airSlate Academy offers a selection of free courses and certification programs covering topics from automation fundamentals to mastering the most popular airSlate Bots for no-code business automation.

Discover the courses focused specifically on Salesforce integration Bots:

The Export to Salesforce course will teach you how to automatically upload a Slate (i.e. a document or a collection of documents) to a Salesforce record. For instance, if you need to attach a document to a specific Salesforce record, the Export to Salesforce Bot will come in handy.
The Pre-fill from Salesforce Record course will help you automatically export Salesforce data and transfer it to a Slate (a document or a spreadsheet). For instance, you can use this Bot to extract Salesforce leads, contacts, etc., to a report, contract, or any other document you’ve uploaded to your Flow.
The Create Salesforce Record course will provide you with all the necessary instructions on how to generate a new Salesforce Record by transferring data from a Slate once it’s completed. For instance, once a client’s registration form is filled out, you need to automatically transfer its data to create new leads in Salesforce — the Create Salesforce Record Bot will do the job for you.
The Update Salesforce Record course will teach you how to update the existing Salesforce record with data from a Slate once it’s completed. For instance, whenever you need to update a client’s contact information with the data from a completed survey, use the Update Salesforce Record Bot.

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The post How to export data from Salesforce to Google Sheets with airSlate Bots appeared first on airSlate Blog | Business automation.

How Rock The Street, Wall Street female finance school uses airSlate to enroll more students

airSlate Team — Mon, 04 May 2020 09:27:13 +0000

With airSlate workflow automation, Rock The Street, Wall Street can help more high school girls kick off a career in finance. airSlate’s no-code integration with Salesforce allowed forms to be sent in batches and instantly archived the moment students submitted completed forms for enrollment.

Scroll down to download the case study

Customer profile

Rock The Street, Wall Street is a financial literacy program designed to spark an interest in high school girls about finance. Their programs inspire, educate, and give girls the skills needed to be successful financially throughout their lives and possibly pursue career opportunities in finance.

Interviewee’s name

Ashley Leftwich

Partner Engagement Manager

Location

Nashville, TN

The company

Since it opened in 2013, Rock The Street, Wall Street has been inspiring and giving girls the skills needed not only to be financially successful in their personal lives but also help them pursue careers in finance-related industries.

Challenges

For a long time Rock The Street, Wall Street was using PDFfiller’s DaDaDocs for Salesforce to generate and fill documents. However, collaborating on documents and sending out forms was still taking too long as the established process was one form to one student. RTSWS needed a solution that could help them get forms in the hands of multiple students quickly. “Having to send forms individually took a very long time,” recalls Ashley Leftwich, RTSWS Partner Engagement Manager.

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Implementing airSlate batch templates

airSlate’s no-code integration with Salesforce has made it much easier for Ashley and her team,

“We probably have about 1,200 students or adult volunteers who’ve filled out our airSlate forms. Two of us at RTSWS are currently using airSlate on a daily basis for our programs.”
– Ashley Leftwich, Partner Engagement Manager at Rock The Street, Wall Street

With the ability to send forms in batches, directly through Salesforce using airSlate functionality, RTSWS was able to reclaim countless hours from their workflow.

Enhanced workflows, happier students

Rock The Street Wall Street was having a hard time collecting completed forms from students in a timely manner. After switching to airSlate, not only was RTSWS able to meet the demands of students, but their entire office began to feel the benefits.

“Along with making us more efficient and saving us an incredible amount of time, airSlate was easy to set up, and its templates are already set in a way that is more simple to use.”
– Ashley Leftwich, Partner Engagement Manager at Rock The Street, Wall Street

airSlate for Salesforce allows Leftwich and her team to help more students while providing a happier experience for girls looking to expand their financial skills and career opportunities at Rock The Street Wall Street.

The post How Rock The Street, Wall Street female finance school uses airSlate to enroll more students appeared first on airSlate Blog | Business automation.