to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Improve your for Salesforce admin skills 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 Automation Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales invoice automation certification program for Salesforce admin
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce professionals can enhance their daily routine in real examples. After completing the course, you will be able to automate and boost your Sales Invoice workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Sales Invoice workflow developing using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Sales Invoice Automation Certification Program for Salesforce Admin to enable them to rapidly discover ways to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work
Why was this program created?
The Sales Invoice Automation Certification Program for Salesforce Admin is created to assist you in getting no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course consists of three major steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a qualified 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
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
You can find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a specific tutorial you might be interested in, please contact us.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a common concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. In addition to moving data across documents and apps, airSlate Bots allow you to set up reminders and automated notifications, set up and update entries in your CRM, and more.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.