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Self-paced
Improve your for system administrator technical skill's 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 Automation Certification for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation certification for system administrator
Our quick-start studying program provides the fundamentals of business process automation and clarifies how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Quotation 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 Quotation workflow building using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Sales Quotation Automation Certification for System Administrator so that they can quickly discover ways to transform standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their work
Why was this course made?
The Sales Quotation Automation Certification for System Administrator is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to discover the most cutting-edge ways of boosting your business’s productivity.
What does studying include?
The course comprises three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a certified expert 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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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.
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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.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
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. Whenever you need help, feel free to get in touch with us.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Courses that lead to certification are more in-depth and can take up to four hours. It's also important to consider how much time you have available.
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.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
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.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.