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Self-paced
Refine your for Salesforce Administrator roles 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 Program 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 program for Salesforce Administrator
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce professionals can streamline their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Online Quote workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Online Quote workflow developing using the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Online Quote Automation Certification Program for Salesforce Administrator so that they can quickly discover ways to turn regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes
Why was this course created?
The Online Quote Automation Certification Program for Salesforce Administrator is made to help you in getting no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying include?
The training comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified expert 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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Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
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.
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.
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.