Document workflows can be rather complex, with all the contract approvals, proposal management or client intake forms that your company may need to handle. And, as practice shows, even a powerful CRM like Salesforce is not necessarily enough to tackle all workflow automation needs. There are almost inevitable gaps that slow you down or leave too much room for manual entry errors.
That is why there are a host of advanced document management solutions that can complement Salesforce workflow automation features and make sure that your paperwork will longer be troublesome.
And, in this article, we will dive deep into one of these solutions – airSlate. We’ll explore why airSlate is more than just a document automation tool and how exactly it works together with Salesforce to make the latter a stronger, more flexible platform for document-driven processes.
What is Salesforce Workflow Automation?
Salesforce workflow automation is essentially transforming repetitive tasks (follow-ups, notifications, record updates, etc) into automated sequences. These sequences function through triggers and actions: a workflow is triggered by a condition, such as a new lead coming in, and initiates an action, such as sending a welcome email.
Salesforce’s automation capabilities do allow basic process improvements, but when businesses need something more complex, the built-in functions alone may not be enough.
And this is where airSlate’s modules come in handy, as they allow you to turn your document-heavy workflows into automated, Salesforce-powered processes.
Understanding AirSlate Modules for Salesforce
airSlate provides specialized tools to support the lifecycle of document workflows, with each module enhancing Salesforce’s functionality for a more holistic process flow. The primary airSlate modules include Workflow, SignNow, PDFfiller, and the Document Automation Hub:
airSlate Workflow
The airSlate Workflow module is designed to initiate and route documents based on complex business rules directly within Salesforce. You can create custom workflows that initiate from triggers such as CRM data changes, URLs, or even scheduled events. For instance, if a contract is due for renewal, the workflow can automatically pull the customer’s data from Salesforce, populate the contract fields, and route the document for review.
airSlate SignNow
SignNow allows you to integrate electronic signatures into your document workflows as well. It can manage signature workflows that need detailed routing, conditional approvals, and tracking, which is especially useful for sales and legal teams.
This way, if a high-value contract needs executive approval before it’s final, SignNow can set conditions to route that document to the CFO for review, capture the e-signature, and update Salesforce records to reflect the completed transaction.
airSlate PDFfiller
PDFfiller allows you to create, edit, and fill PDF forms directly in Salesforce, meaning the fields in PDF documents can auto-populate with customer information. If your sales rep needs to send a personalized proposal, PDFfiller can pull client details from Salesforce, fill the form accordingly, and prepare it for the next workflow step – be it approval, signing, or filing. Once completed, the document is automatically stored back in Salesforce under the correct record, giving teams a reliable and organized way to manage client documents.
airSlate Document Automation Hub
The Document Automation Hub serves as the control center for Salesforce document creation and management. It provides a visual interface where you can define every step of a document’s lifecycle, set routing rules, and apply custom approval chains without needing code.
So if a sales document is stalled due to a missing signature, the hub allows you to track the document’s path, prompt the necessary steps, and ensure timely completion.
Step by Step Document Workflow Automation in Salesforce Using Airslate
Implementing a document workflow in Salesforce with airSlate usually follows a very clear sequence, with each step adding value to the automation process:
- Define Workflow Rules: Identify the specific documents and the sequence of approvals needed. For instance, an HR onboarding process might need multiple sign-offs and specific data from Salesforce.
- Set Up Templates and Data Integrations: Using PDFfiller or another airSlate tool, create document templates that link directly to Salesforce data fields. This connection lets Salesforce auto-populate documents with accurate, real-time data.
- Implement Conditional Routing: In the Workflow module, apply rules that dictate routing. You can set a condition where any invoice over a certain amount routes to the finance department, or route contract renewals directly to account managers.
- Monitor: Through the Document Automation Hub, track each workflow’s performance, review pending tasks, and make adjustments as needed for better efficiency.
Integrating airSlate with Salesforce for Seamless Workflows
Integrating airSlate into Salesforce is far from straightforward as the process needs attention to data flow and security to create a robust solution. Through Salesforce’s APIs, airSlate can pull and push data, allowing for direct interaction between CRM fields and document workflows.
As for safety, data transfers between Salesforce and airSlate are securely encrypted, so that the workflows can meet compliance standards in industries such as healthcare, finance, and legal services.
And if you’d like more information on installing and configuring airSlate within Salesforce, download this detailed PDF guide.
OMI’s Expertise in Integrating Salesforce with airSlate
OMI is proud to be an official airSlate partner, which means that they trust our technical expertise to aptly integrate their solution with Salesforce. On top of that, we are a certified Salesforce integration partner, so we can confidently say that we are real experts in both platforms in question.
Our integration team works very closely with our clients to assess their existing systems, identify relevant workflows for automation, and configure Salesforce and airSlate modules for the most optimal performance. From backend integration to user interface design, our experts can handle everything – ultimately, we make sure that airSlate’s document workflows in your Salesforce are running reliably and efficiently no matter what.
Conclusion
Pairing Salesforce’s CRM capabilities with airSlate’s document automation tools transforms Salesforce into a powerful document processing hub. With modules like Workflow, SignNow, PDFfiller, and the Document Automation Hub, airSlate helps you to create highly organized document workflows that are directly embedded within Salesforce.
At the same time, a successful implementation of airSlate for Salesforce is far from easy. While you can perform it yourself, you may benefit way more from collaborating with a certified Salesforce consultant like OMI. We boast almost three decades of experience under our belt – and we will make all the theoretical Salesforce and airSlate features and benefits become reality.