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Self-paced
Perfect your for Salesforce implementation partner career path with sales invoice 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 Sales Invoice Process optimization Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales invoice process optimization certification program for Salesforce implementation partner
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Sales Invoice workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Sales Invoice workflow building within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Sales Invoice Process optimization Certification Program for Salesforce Implementation Partner so that they can quickly discover ways to turn regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this program made?
The Sales Invoice Process optimization Certification Program for Salesforce Implementation Partner is made to help you in gaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The training includes three major levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Sales Invoice automation course?
- Generate actionable Sales Invoice 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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The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
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.
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. Please contact us at any moment if you require assistance.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
Discover the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a specific training course contact us.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.