to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Optimize your for Salesforce implementation partner career path 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 Workflow processing Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About birth plan workflow processing course for Salesforce implementation partner
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can streamline their everyday routine in real examples. After completing the course, you will be able to automate and boost your Birth Plan workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Birth Plan workflow building within the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Birth Plan Workflow processing Course for Salesforce Implementation Partner to enable them to quickly discover ways to change regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this program created?
The Birth Plan Workflow processing Course for Salesforce Implementation Partner is created to assist you in obtaining no-code automation skills 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 productivity.
What does studying involve?
The course includes three major levels:
- Theoretical part with the basic 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 skills.
Go through all levels to quickly become a qualified professional 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
Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. Early registration gives you extra time to prepare for the exam.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
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.
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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a general concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
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.
You'll find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a specific topic, please contact us.