Salesforce is a true powerhouse when it comes to CRM-based operations, enjoying the dominant 21.8% share in the market. However, Salesforce’s out-of-the-box functionality in areas like document workflow often falls short, particularly for teams using complex routing or conditional approvals.
To take care of such specific tasks, many choose to integrate third-party solutions, one of which we’ll talk about today. Meet airSlate, a powerful document management solution, which already boasts more than 100 million users worldwide and helps hundreds of businesses build custom Salesforce document automation workflows.
In this article, we’ll dive deep into what functionality airSlate brings to the table as well as our own rich experience in airSlate integrations for Salesforce to address the most specific operational demands.
Challenges with Document Workflow Automation in Salesforce
While Salesforce excels as a CRM, the platform wasn’t initially built for complex document workflows. Addressing specific automation needs within Salesforce without airSlate can lead to inefficiencies and workarounds that only partially meet the needs of document-driven teams.
Lack of Advanced Customization Options
Salesforce’s native automation capabilities, while effective for basic workflows, can be restrictive when it comes to document-specific tasks. For example, building workflows that incorporate conditional approvals, dynamic routing, and customized notifications can require extensive custom code in Salesforce.
Limited Document Management Capabilities
Salesforce offers basic document storage, but it lacks advanced editing and customization capabilities for documents in various formats like PDFs. For teams managing contracts, proposals, and other formal documents, this limitation can be another obstacle.
Compliance Concerns
While Salesforce offers robust security, making sure all the document workflows meet all the specific compliance standards can be difficult. Industries like healthcare and finance, which need to align with regulations such as HIPAA or GDPR, may find native Salesforce functionality inadequate for document workflows.
What Is AirSlate, and How Does it Address Salesforce Workflow Challenges?
airSlate is a robust, no-code platform that offers a suite of document management automation tools, designed to address Salesforce’s limitations. It is capable of analyzing your document-centric processes and handling them, no matter how complex they are.
That’s why a Salesforce airSlate integration can fundamentally change the way your company handles document-heavy tasks. Let’s take a closer look at what exactly you can expect from adding airSlate’s features to the Salesforce environment:
Precision in Task Automation
With airSlate, Salesforce can be configured to achieve higher accuracy by automatically populating document fields directly from CRM records. Instead of relying on manual updates or task repetition, airSlate allows Salesforce users to lock down templates that pull data from specific fields, eliminating data inconsistencies and errors that could affect reporting, compliance, and client relations.
Advanced Document Routing Logic
airSlate’s is also great at routing documents based on custom criteria. For instance, routing approvals based on thresholds (such as a contract value) allows businesses to fine-tune workflows within Salesforce that are conditional by design. This way, Salesforce workflows can prioritize approval chains based on set conditions, such as routing any purchase orders exceeding a certain amount directly to financial heads, or sending contract drafts to the legal department based on content triggers.
CRM Updates in Real Time
With airSlate configured, any CRM information, from signed agreements to customer details, updates across all connected systems as soon as a new document is completed or signed. This feature is particularly useful in sales operations, where data syncing allows sales teams to access up-to-the-minute information without waiting for manual updates.
eSignature Integration
airSlate offers built-in eSignature capabilities that can be directly integrated into Salesforce workflows, making it easier for your clients and team members to sign documents electronically, without the need for third-party tools.
To find out more about airSlate’s specific modular functionality for workflow, e-signature, PDF management, and centralized automations, read our airSlate overview.
Integrating airSlate with Salesforce: Our Approach
OMI is proud to be an official airSlate partner, which means that they trust our technical expertise to aptly integrate their solution with Salesforce – which we, indeed, do with great success.
And here’s exactly how we go about this process:
Step 1: We Learn About Your Needs
We begin with a careful analysis of our client’s existing Salesforce document management solutions and workflows. This way, we identify the particular automations that will benefit the most from airSlate’s capabilities – automating sales contracts, customer onboarding, or internal compliance documentation.
Step 2: We Map Out Your Workflows
Once the requirements are clear, we once again collaborate with the client to design custom workflows that can both automate routine processes and make sure that unique tasks can still be handled manually. This setup allows them to maintain control over complex document workflows by incorporating custom routing, multi-level approvals, and other specific conditions within Salesforce.
Step 3: We Integrate and Test Your Environment
Our Salesforce integration experts then integrate airSlate modules into Salesforce, mapping necessary data fields and configuring workflows to fit within the client’s CRM environment. This stage also includes extensive testing to confirm that each automation operates correctly and integrates smoothly with Salesforce data.
Step 4: We Support Your Success
Time passes, and document workflows may later need further customization to adapt to new operational needs. That’s why we provide ongoing support and optimization to help clients fine-tune their automations over time. This includes user training, troubleshooting, and incremental updates to address any changes or additional automation opportunities.
Conclusion
The airSlate Salesforce integration will definitely help you achieve more efficient and accurate document processing across all your departments. You can easily overcome the limitations of standard CRM functionalities and automate document-heavy tasks as airSlate provides a suite of powerful solutions like Workflow, SignNow and PDFfiller.
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 benefits become reality.