to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Enhance your for system administrator career path with sales invoice 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 Invoice Workflow processing Course for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales invoice workflow processing course for system administrator
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce specialists can enhance their everyday routine in real examples. After completing the course, you will be able to automate and improve your Sales Invoice workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Sales Invoice workflow developing using the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Sales Invoice Workflow processing Course for System Administrator so that they can rapidly learn how to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this program made?
The Sales Invoice Workflow processing Course for System Administrator is created to help you in obtaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.
What does studying involve?
The training comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Sales Invoice automation course?
- Generate actionable Sales Invoice 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
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.
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 can't find a specific training you are interested in, please contact us.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
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. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
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.
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.
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.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
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.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.