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Self-paced
Improve your for Salesforce professional roles with sales quotation 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 Quotation 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 quotation workflow processing certification program for Salesforce professional
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Sales Quotation workflow building within the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Sales Quotation Workflow processing Certification Program for Salesforce Professional to enable them to rapidly learn how to transform standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this program created?
The Sales Quotation Workflow processing Certification Program for Salesforce Professional is developed to assist you in gaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying include?
The course includes three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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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 learn how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. The sooner you register, the more time you have to prepare.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.
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.
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. If you need help, please contact us anytime.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.