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Refine your for Salesforce agency expert skills with purchase order 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 Purchase Order Process optimization Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order process optimization certification for Salesforce agency expert
Our quick-start learning program provides the basics of business process automation and explains how Salesforce specialists can enhance their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Purchase Order workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Purchase Order workflow building within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Purchase Order Process optimization Certification for Salesforce Agency Expert so that they can rapidly discover ways to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their work
Why was this course made?
The Purchase Order Process optimization Certification for Salesforce Agency Expert is made to help you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying involve?
The training consists of three main steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical activities 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 Purchase Order automation course?
- Generate actionable Purchase Order 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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Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.
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.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. If you sign up early, you'll have more time to study.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a common understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You can find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a specific training, please contact us.
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.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.