to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Boost your for Salesforce agency expert technical skill's with payment request 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 Payment Request Automation Course for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for Salesforce agency expert
Our quick-start training program offers the basics of business process automation and describes how Salesforce experts can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Payment Request workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Payment Request workflow building within the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Payment Request Automation Course for Salesforce Agency Expert so that they can quickly learn how to turn 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 created?
The Payment Request Automation Course for Salesforce Agency Expert is developed to help you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The course consists of three main stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
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.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. 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.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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. At any time, please feel free to reach out to us.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.