to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Optimize your for Salesforce consultant responsibilities with online quote 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 Online Quote 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 online quote process optimization certification program for Salesforce consultant
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce users can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Online Quote workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Online Quote workflow developing using the airSlate platform, form creation 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 Online Quote Process optimization Certification Program for Salesforce Consultant to enable them to quickly learn how to transform regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this program created?
The Online Quote Process optimization Certification Program for Salesforce Consultant is developed to help you in gaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.
What does studying include?
The training consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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
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.
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.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.
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.
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.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. Consider the amount of time you'll need to spend to homework completion.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.