to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Enhance your for Salesforce professional knowledge with sales order 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 Sales Order 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 sales order workflow processing certification program for Salesforce professional
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce professionals can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Sales Order workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Sales Order workflow developing within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Sales Order Workflow processing Certification Program for Salesforce Professional to enable them to quickly learn how to turn typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this program made?
The Sales Order Workflow processing Certification Program for Salesforce Professional is created to assist you in getting no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Sales Order automation course?
- Generate actionable Sales Order 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.
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.
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.
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.
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.
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.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
You can find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a certain training contact us.