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Self-paced
Enhance your for Salesforce admin career path with online quote 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 Online Quote Process optimization Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote process optimization course for Salesforce admin
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Online Quote workflow developing using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Online Quote Process optimization Course for Salesforce Admin to enable them to rapidly discover ways to turn regular 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 processes
Why was this program made?
The Online Quote Process optimization Course for Salesforce Admin 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 cutting-edge ways of enhancing your business’s productivity.
What does studying involve?
The training consists of three major levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a general concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.