airSlate for Salesforce
Easily create airSlate workflows and run them from inside your Salesforce organization in seconds.
Configure airSlate smart link
Configure the Email to Salesforce functionality for airSlate
Connect airSlate workflows to Salesforce using custom buttons
Create workflow from Admin Tools
Get link to step in airSlate Workflow Apex action/Get link to step (anonymous)
Get workflow document data (JSON format)
Send documents in bulk
Manage Salesforce records data using the Create, Update, and Export Bots
Track progress of airSlate documents (airSlate Lightning sidebar component)
[User guide] airSlate WorkFlow for Salesforce
Troubleshooting
Learn how to resolve common Salesforce issues.
airSlate Admin Tools are unavailable due to a lack of permissions
airSlate Admin Tools aren’t working properly on Sandbox
airSlate custom buttons aren’t working properly on Sandbox
airSlate custom buttons failed to be created
Handle "Can’t run workflow" error message
Handle "Access Denied" error message
Failed to access airSlate Admin Tools
Salesforce pages may overlay after clicking airSlate custom buttons
Visualforce cannot connect to Salesforce Visualforce page
Workspace fails to connect/More permissions required