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Self-paced
Optimize your for Salesforce professional knowledge with purchase order 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 Purchase Order Automation Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order automation certification program for Salesforce professional
Our quick-start training program provides the basics of business process automation and describes how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and enhance your Purchase Order workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Purchase Order workflow developing using the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Purchase Order Automation Certification Program for Salesforce Professional to enable them to quickly learn how to change regular business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their processes
Why was this course created?
The Purchase Order Automation Certification Program for Salesforce Professional is created to assist you in gaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s productivity.
What does studying include?
The training consists of three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Purchase Order automation course?
- Generate actionable Purchase Order 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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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.
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.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a better idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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, send invoices and payment requests, and route data within your company's CRMs and apps.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
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.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
You can find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you can't find a certain tutorial contact us.
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.