How to Generate Documents in airSlate for Salesforce

How to Generate Documents in airSlate for Salesforce

Last Updated on December 27, 2022 by Rakesh Gupta

airSlate’s native integration with Salesforce addresses the most challenging tasks for businesses looking to automate their document workflows within their Salesforce organization. It allows for building end-to-end, multi-step, and multi-branch workflows inside Salesforce to automate document generation, routing, approvals, notifications and storage.

airSlate makes no-code document workflow automation an easy experience thanks to:

  • Automatic document generation using data from your Salesforce records
  • Flexible role management and role-based access permissions
  • 100+ no-code Bots used to automate any task at hand

airSlate’s integration with Salesforce allows you to launch automated workflows in various ways – using custom buttons, lightning widgets, Salesforce process builder, Salesforce Flow, and/or Scheduled Flows. Most importantly, you can track your document’s progress through its entire lifecycle.

In this post, we’ll explain how to automate document generation using airSlate for Salesforce. 

Automated Document Generation in airSlate 

Document generation is a process that entails creating, customizing, editing, and sharing data-driven documents automatically. With airSlate document generation, users can automate different document workflows, such as  employee onboarding, contract negotiation, invoicing, and many more by:

  • Building advanced document templates, and send them as PDF files
  • Pre-filling documents with data from Salesforce records, as well as many other data sources

The benefits of airSlate document generation:

  1. Advanced document templates Create a DOCX-based template with merge fields, dynamic tables, conditional logic, fillable fields, dynamic images, and send them as PDFs.
  2. Online editor tools The airSlate Document Editor allows for generating new docs from scratch or editing existing PDFs as if they’re Word documents. You can type text anywhere on a PDF, edit original content, images, graphics, blackout confidential details, and add fillable fields along with your company’s logo.
  3. No-code Bot integrationsIntegrate your documents with any system of record or cloud app using no-code Bots. Pull and push data to automatically populate documents, update existing records, or create new ones.

Custom Buttons

Custom buttons are essential to automating document generation in airSlate for Salesforce. A custom button is a built-in Salesforce functionality that allows users to integrate Salesforce data with external URLs, applications, or other systems without coding.

This is very helpful when users frequently need to access other pages inside or outside their organization, directly access objects and record pages, or launch custom links. Custom buttons enable users to generate reports, collect customer data, and process documents in a single click.

Here are a few examples of how to use custom buttons with airSlate:

  • Run a new workflow in airSlate, using a predefined workflow template
  • Select a workflow template in airSlate and run it in Salesforce
  • Run multiple workflows with the single click of a button using a predefined workflow template
  • Run a different workflow for every instance, depending on the record data.

For example, running a workflow in Salesforce with a custom button can help Human Resources teams organize and simplify the onboarding process for new employees. While getting new hires on board, HR professionals often have to send them a standard document package which includes an NDA, required tax forms, company code of conduct, etc. 

When properly configured, airSlate’s custom button allows HR teams to generate this document package automatically in one click.

How to Automate Document Generation for Employee Onboarding using airSlate for Salesforce

Employee onboarding is one of the critical business workflows which can be automated using airSlate for Salesforce. Typically, HR departments need to bulk send documents for new employees to complete and eSign, then automatically export collected data and documents to Salesforce.

In our example, there are three participants involved in the onboarding process:

  • Recruiter, who needs to send offer letters, tax forms, and benefit information for the new employee to sign and store back in SF.
  • Employee, who needs to complete the company onboarding process by reviewing and signing those documents.
  • And Manager, who should be automatically notified when the onboarding process is complete.

Here’s how the employee onboarding workflow works in airSlate

The process starts in Salesforce, where there’s a list of new employees with some basic info about them. The Recruiter selects the employees and clicks the custom airSlate button to start a new workflow. The onboarding packages, with all the employee data are pre-filled and sent to employees via email.

The Employee receives an email notification to complete the documents. They click the link in the body of the email and are taken to the documents, with most of their information already pre-filled. The Employee can review and sign each document. As they complete one document, the information is automatically transferred to the next one.

As soon as the Employee has completed all the necessary documents, the Manager gets an automated email notification about the new employee joining their team. The Manager can look through all the employees’ documents and complete the fields assigned to them. 

Returning to Salesforce, we can see that all the information the Employee added to the documents has been automatically transferred to the Salesforce record. The Recruiter can review all the completed and signed documents as they have been automatically attached to the employee’s record. 

Step-by-step instruction to setting up the employee onboarding workflow using airSlate for Salesforce:

Step 1. Add every document and form required in the workflow. Customize them by adding the various fillable fields you need, including text, date, signature, and more. 

Check out the video for step-by-step instructions

Step 2. Set up Steps for anyone who will have to complete or view the documents. 

Manage document recipients and assign fields or entire documents to them. Customize the notification and add conditions for when to send out the documents.

Step 3. Finally, add no-code Bots that help you automate various tasks in a document workflow. Bots can send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

Step 4. The last thing to do is to create a custom button that enables document creation directly from Salesforce. To do this, navigate to Admin Tools in your Salesforce account. Type a button label and description, and set up the actions you want to initiate when the button is clicked. Then, select where in Salesforce you want the button to be available. And you’re all set! 

The Bottom Line

In this review, we’ve reviewed the document generation functionalities of airSlate for Salesforce using the employee onboarding workflow as an example. However, we feel like we just scratched the surface of what is possible – so if airSlate for Salesforce has grabbed your attention, definitely request a demo to see it in action. 

Formative Assessment:

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