to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Improve your for Salesforce implementation partner technical skill's 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 Implementation Partner, 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 implementation partner
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce specialists can enhance their daily routine in real examples. After finishing 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 program cover?
The program covers all the steps of the Sales Invoice workflow developing within the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Sales Invoice Automation Certification Program for Salesforce Implementation Partner to enable them to rapidly learn how to change typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their processes
Why was this program made?
The Sales Invoice Automation Certification Program for Salesforce Implementation Partner is made to assist you in gaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of improving your business’s productivity.
What does studying involve?
The training consists of three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all levels 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
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.
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 courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular course contact us.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
A new airSlate feature is covered in each class. Longer, more in-depth certification programs are also offered. Consider the amount of time you'll need to spend to homework completion.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
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.