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Self-paced
Enhance your for Salesforce implementation partner roles with business card 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 Business Card Request Workflow processing Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About business card request workflow processing certification program for Salesforce implementation partner
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce users can simplify their daily routine in real examples. After finishing the course, you will be able to automate and boost your Business Card Request workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Business Card Request workflow developing using the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Business Card Request Workflow processing Certification Program for Salesforce Implementation Partner so that they can quickly learn how to turn regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this course made?
The Business Card Request Workflow processing Certification Program for Salesforce Implementation Partner is made to assist you in getting no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s efficiency.
What does studying involve?
The training comprises three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Business Card Request automation course?
- Generate actionable Business Card 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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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.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
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.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. Sign up now, and you'll always be able to learn at a good rate.
You will find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a particular course you are interested in, please contact us.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.