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Self-paced
Optimize your for system administrator knowledge with payment request 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 Payment Request Automation Course for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for system administrator
Our quick-start learning program provides the basics of business process automation and describes how Salesforce experts can improve their daily routine in real examples. After finishing the course, you will be able to automate and improve your Payment Request workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Payment Request workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Payment Request Automation Course for System Administrator to enable them to quickly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this program created?
The Payment Request Automation Course for System Administrator is developed 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 cutting-edge ways of enhancing your business’s productivity.
What does studying include?
The training comprises three major levels:
- Theoretical part with the fundamental 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 level up automation skills.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
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.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
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.
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.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
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.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. With the help of airSlate Bots, you can automate the process of transferring data from one app or document to another, generate reminders and notifications, and more.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.