to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Optimize your for Salesforce admin roles with birth plan 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 Birth Plan Automation Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About birth plan automation course for Salesforce admin
Our quick-start learning program provides the fundamentals of business process automation and describes how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve your Birth Plan workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Birth Plan workflow developing within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Birth Plan Automation Course for Salesforce Admin so that they can quickly learn how to turn typical business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this course made?
The Birth Plan Automation Course for Salesforce Admin is created to help you in obtaining no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most cutting-edge ways of enhancing your business’s efficiency.
What does studying include?
The training includes three major steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Birth Plan automation course?
- Generate actionable Birth Plan 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 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.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
You'll find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a particular topic contact us.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
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.