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Self-paced
Advance your for Salesforce implementation partner expertise with sales quotation 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 Sales Quotation Process optimization 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 sales quotation process optimization course for Salesforce implementation partner
Our quick-start training program offers the basics of business process automation and explains how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Sales Quotation workflow building using the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Sales Quotation Process optimization Course for Salesforce Implementation Partner to enable them to rapidly discover ways to transform regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work
Why was this program made?
The Sales Quotation Process optimization Course for Salesforce Implementation Partner is created to assist you in gaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying include?
The course includes three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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 don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
There is no limit to the number of classes you can take. Though certain classes require your whole concentration, we don't recommend taking too many at once. Make the most of your time by signing up today.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
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.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.