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Self-paced
Refine your for Salesforce admin skills with request a demo 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 Request a Demo Process optimization Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo process optimization certification program for Salesforce admin
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce specialists can simplify their daily routine in real examples. After completing the course, you will be able to automate and improve your Request a Demo workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Request a Demo workflow building using the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Request a Demo Process optimization Certification Program for Salesforce Admin so that they can rapidly learn how to transform 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 work
Why was this course made?
The Request a Demo Process optimization Certification Program for Salesforce Admin is created to help you in getting no-code automation skills in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s efficiency.
What does studying include?
The training includes three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
Find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you can't find a specific tutorial, please contact us.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. 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.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.