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Self-paced
Develop your for Salesforce implementation partner career path with sales quotation 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 Sales Quotation 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 sales quotation automation course for Salesforce implementation partner
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Sales Quotation workflow developing within the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Sales Quotation Automation Course for Salesforce Implementation Partner so that they can rapidly learn how to transform regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their work
Why was this course created?
The Sales Quotation Automation Course for Salesforce Implementation Partner is developed to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The training includes three major steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
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.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a general understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
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.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
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.