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Self-paced
Enhance your for Salesforce administrator career path with checklist evaluation 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 Checklist evaluation Process optimization Course for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation process optimization course for Salesforce administrator
Our quick-start studying program offers the fundamentals of business process automation and explains how Salesforce professionals can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Checklist evaluation workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Checklist evaluation workflow developing within the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Checklist evaluation Process optimization Course for Salesforce Administrator so that they can rapidly discover ways to change typical business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program created?
The Checklist evaluation Process optimization Course for Salesforce Administrator is made to help you in getting no-code automation skills in minimum time and free of charge. Enroll in the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The course includes three main stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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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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.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. 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.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Sign up now to keep up a constant learning pace.