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Self-paced
Advance your for Salesforce implementation partner roles with request a demo 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 Request a Demo Workflow processing Certification for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo workflow processing certification for Salesforce implementation partner
Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce experts can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Request a Demo 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 Request a Demo workflow developing within the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Request a Demo Workflow processing Certification for Salesforce Implementation Partner to enable them to quickly discover ways to transform standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this course made?
The Request a Demo Workflow processing Certification for Salesforce Implementation Partner is created to assist you in obtaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying involve?
The course includes three main stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
You'll find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular course, please contact us.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
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.
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.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.