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Self-paced
Develop your for system administrator knowledge 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 Workflow processing Certification Program for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request workflow processing certification program for system administrator
Our quick-start studying program offers the basics of business process automation and describes how Salesforce professionals can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Payment Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Payment Request workflow building within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Payment Request Workflow processing Certification Program for System Administrator to enable them to quickly discover ways to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this course created?
The Payment Request Workflow processing Certification Program for System Administrator is made to help you in getting no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to explore the most advanced ways of improving your business’s productivity.
What does studying include?
The training includes three major levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all stages 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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Bots are pieces of software that have been programmed to do certain tasks based on rules and if/then statements. 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.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
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 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.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a particular topic, please contact us.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Each lesson focuses on a different feature of airSlate. A thirty-minute to an hour wait is not uncommon. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.