Self-paced

Perfect your for Salesforce implementation partner expertise with employee exit checklist automation course

4
Star Rating
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 Employee Exit Checklist 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!
Perfect your for Salesforce implementation partner expertise with employee exit checklist automation course

About employee exit checklist process optimization certification program for Salesforce implementation partner

Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce specialists can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve your Employee Exit Checklist workflows within 10 minutes without writing a single line of code.

What does this course cover?

The program covers all the steps of the Employee Exit Checklist workflow building within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can enroll in the course?

We developed our Employee Exit Checklist Process optimization Certification Program for Salesforce Implementation Partner to enable them to rapidly discover ways to turn 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 many recommendations on rationalizing their work

Why was this course made?

The Employee Exit Checklist Process optimization Certification Program for Salesforce Implementation Partner is developed to help you in getting no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to discover the most advanced ways of boosting your business’s productivity.

What does studying include?

The course comprises three main steps:

  • Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
  • A comprehensive explanation of the workflow creation and the Bot installation process;
  • Practical tasks to consolidate knowledge and improve automation skills.

Go through all levels to quickly become a qualified expert in automating Salesforce processes.

What will you learn in the Employee Exit Checklist automation course?

  • Generate actionable Employee Exit Checklist 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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You can find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a specific training course 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.

Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots.

RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.

You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.

With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.

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.

There are no restrictions on the amount of classes you can take. Because some courses require your undivided attention, we recommend that you avoid enrolling in too many courses at once. The sooner you sign up, the more time you have to study.

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.

Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a better understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.