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Self-paced
Perfect your for Salesforce administrator career path 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 Automation Certification for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote automation certification for Salesforce administrator
Our quick-start training program provides the basics of business process automation and explains how Salesforce experts can improve their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Online Quote workflow building using the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Online Quote Automation Certification for Salesforce Administrator to enable them to quickly discover ways to change standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their work
Why was this course made?
The Online Quote Automation Certification for Salesforce Administrator is made to assist you in gaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying include?
The course includes three major steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified 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
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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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Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
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.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
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.
You will find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a certain topic contact us.
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.
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.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To learn how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.