to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Perfect your for Salesforce CRM analyst technical skill's with item purchase 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 Item Purchase Request Automation Certification Program for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About item purchase request automation certification program for Salesforce CRM analyst
Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce users can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Item Purchase Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Item Purchase Request workflow developing 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 enroll in the program?
We developed our Item Purchase Request Automation Certification Program for Salesforce CRM Analyst to enable them to rapidly learn how to turn standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this course made?
The Item Purchase Request Automation Certification Program for Salesforce CRM Analyst is made to assist you in gaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s productivity.
What does studying involve?
The training consists of three major steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Item Purchase Request automation course?
- Generate actionable Item Purchase 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
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
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
You can take as many classes as you want, the answer is yes. But you shouldn't sign up for too many classes at once, because some of them need your full attention. Sign up now to maintain a productive learning pace at all times.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
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.
Find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a particular tutorial you are interested in, please contact us.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To learn how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.