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Self-paced
Optimize your for Salesforce consultant expertise 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 Process optimization Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation process optimization certification program for Salesforce consultant
Our quick-start training program provides the basics of business process automation and describes how Salesforce experts can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Sales Quotation workflow building within the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Sales Quotation Process optimization Certification Program for Salesforce Consultant so that they can quickly discover ways to turn standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Sales Quotation Process optimization Certification Program for Salesforce Consultant is made to assist you in gaining no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a certified professional 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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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.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
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.
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.
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.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. 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.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
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.
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.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. 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.