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Self-paced
Enhance your for Salesforce agency expert skills 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 Automation Course for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for Salesforce agency expert
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Payment Request workflows in approximately 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 developing using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Payment Request Automation Course for Salesforce Agency Expert so that they can rapidly discover ways to transform standard business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Payment Request Automation Course for Salesforce Agency Expert is made to help you in obtaining no-code automation skills in minimum time and at no cost. Join the airSlate Academy to explore the most cutting-edge ways of enhancing your business’s efficiency.
What does studying include?
The training includes three major levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified professional 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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You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To learn how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a specific training contact us.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
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.
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.
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.
Please feel free to enroll in any number of courses. If you decide to sign up for too many courses at once, we recommend that you do it cautiously. Enroll today to make sure you never fall behind in your education again.