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Self-paced
Enhance your for Salesforce professional knowledge 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 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 online quote workflow processing certification program for Salesforce professional
Our quick-start training program provides the basics of business process automation and describes how Salesforce professionals can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Online Quote workflow developing using the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Online Quote Workflow processing Certification Program for Salesforce Professional to enable them to quickly discover ways to change standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their processes
Why was this program made?
The Online Quote Workflow processing Certification Program for Salesforce Professional is made to assist you in getting no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most state-of-the-art ways of improving your business’s efficiency.
What does studying include?
The training consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all stages 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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By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
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.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.