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Self-paced
Refine your for Salesforce consulting partner knowledge 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 Process optimization Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote process optimization certification program for Salesforce consulting partner
Our quick-start training program offers the fundamentals of business process automation and describes how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Online Quote workflow building within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Online Quote Process optimization Certification Program for Salesforce Consulting Partner to enable them to rapidly learn how to transform standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this course made?
The Online Quote Process optimization Certification Program for Salesforce Consulting Partner is developed to assist you in gaining no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of improving your business’s productivity.
What does studying include?
The training comprises three main stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot setup 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 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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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.
No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. Early registration gives you extra time to prepare for the exam.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
Get the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a particular topic you are interested in, please contact us.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a better idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.