to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Sharpen your for CRM system analyst expertise with payment request 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 Payment Request Workflow processing Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request workflow processing certification program for CRM system analyst
Our quick-start studying 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 enhance your Payment Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Payment Request workflow building using the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Payment Request Workflow processing Certification Program for CRM System Analyst to enable them to quickly discover ways to turn typical business procedures 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 made?
The Payment Request Workflow processing Certification Program for CRM System Analyst is created to help you in gaining no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to explore the most cutting-edge ways of enhancing your business’s efficiency.
What does studying include?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
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.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
Find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a certain course you are interested in, please contact us.
You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Make the most of your time by signing up today.
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.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.