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Self-paced
Develop your for Salesforce administrator responsibilities 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 Administrator, 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 administrator
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce users can improve their daily routine in real examples. After finishing the course, you will be able to automate and boost your Payment Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Payment Request workflow developing within the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Payment Request Automation Course for Salesforce Administrator to enable them to quickly learn how to change regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Payment Request Automation Course for Salesforce Administrator is developed to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying include?
The training includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified specialist 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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Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
Each course focuses on a different part of how airSlate works. They could take between 30 and 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.
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.
You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
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.
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.
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.
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 better concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.