Self-paced

Boost your for Salesforce consulting partner responsibilities with employee exit checklist automation course

4
Star Rating
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 Employee Exit Checklist Process optimization Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Boost your for Salesforce consulting partner responsibilities with employee exit checklist automation course

About employee exit checklist process optimization certification program for Salesforce consulting partner

Our quick-start learning program provides the basics of business process automation and describes how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Employee Exit Checklist workflows within 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the steps of the Employee Exit Checklist workflow developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can sign up for the program?

We created our Employee Exit Checklist Process optimization Certification Program for Salesforce Consulting Partner so that they can rapidly discover ways to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes

Why was this course created?

The Employee Exit Checklist Process optimization Certification Program for Salesforce Consulting Partner is created to help you in obtaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of improving your business’s productivity.

What does studying include?

The course comprises three main stages:

  • Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
  • A precise description of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and boost automation expertise.

Go through all steps to quickly become a qualified professional in automating Salesforce processes.

What will you learn in the Employee Exit Checklist automation course?

  • Generate actionable Employee Exit Checklist 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.

Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.

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.

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.

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.

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.

Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. You can use airSlate Bots to move data across apps and documents, set up reminders and automated notifications, build and update records in your CRM based on the data collected, and more.

Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.

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.

We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.