to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Develop your for Salesforce implementation partner roles with add new contact 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 Add New Contact Process optimization Certification for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About add new contact process optimization certification for Salesforce implementation partner
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce users can improve their daily routine in real examples. After completing the course, you will be able to automate and enhance your Add New Contact workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Add New Contact workflow building using the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Add New Contact Process optimization Certification for Salesforce Implementation Partner so that they can rapidly learn how to transform typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this course made?
The Add New Contact Process optimization Certification for Salesforce Implementation Partner is developed to help you in obtaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The training comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Add New Contact automation course?
- Generate actionable Add New Contact 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
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.
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a certain training contact us.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
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.