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Self-paced
Advance your for Salesforce implementation partner career path with checklist evaluation automation course
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Checklist evaluation Automation Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation automation course for Salesforce implementation partner
Our quick-start training program offers the basics of business process automation and describes how Salesforce experts can enhance their daily routine in real examples. After completing the course, you will be able to automate and enhance your Checklist evaluation workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Checklist evaluation workflow developing within the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our Checklist evaluation Automation Course for Salesforce Implementation Partner so that they can rapidly learn how to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their processes
Why was this program created?
The Checklist evaluation Automation Course for Salesforce Implementation Partner is created to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The course includes three main levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation docs pre-filled with Salesforce data
- Set up conditional routing between Salesforce contacts and internal and external recipients
- Create new or update existing Salesforce records based on data entered into a doc
- Trigger Salesforce actions based on actionable data in documents
- Save documents to Salesforce attachments or external storage services
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Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
Discover the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you can't find a certain tutorial, please contact us.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.