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Self-paced
Boost your for Salesforce implementation partner 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 Implementation Partner, 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 implementation partner
Our quick-start studying program offers the basics of business process automation and describes how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Payment Request workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Payment Request workflow building within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Payment Request Automation Course for Salesforce Implementation Partner so that they can rapidly discover ways to change standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this course created?
The Payment Request Automation Course for Salesforce Implementation Partner is developed to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to explore the most advanced ways of enhancing your business’s efficiency.
What does studying include?
The course includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a certified expert 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
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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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We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
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.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a common understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
By 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, bill and ask for 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.
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. At any time, please feel free to reach out to us.