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Self-paced
Enhance your for Salesforce professional expertise 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 Workflow processing Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation workflow processing certification program for Salesforce professional
Our quick-start studying program provides the fundamentals of business process automation and describes how Salesforce specialists can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Checklist evaluation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Checklist evaluation workflow building using the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Checklist evaluation Workflow processing Certification Program for Salesforce Professional to enable them to quickly discover ways to transform typical business operations into highly-effective 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 work
Why was this course created?
The Checklist evaluation Workflow processing Certification Program for Salesforce Professional is developed to assist you in getting no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of improving your business’s efficiency.
What does studying include?
The training comprises three major stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a qualified specialist 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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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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No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
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. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Each airSlate course focuses on a different aspect of the software's operation. As long as it takes between 30 and 60 minutes, they're fine. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.
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 discover how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
Find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a specific course, please contact us.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.