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Self-paced
Sharpen your for Salesforce administrator expertise 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 Workflow processing Course 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 workflow processing course for Salesforce administrator
Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce specialists can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Online Quote workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Online Quote workflow building using the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Online Quote Workflow processing Course for Salesforce Administrator to enable them to rapidly discover ways to change standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many tips on rationalizing their processes
Why was this program made?
The Online Quote Workflow processing Course for Salesforce Administrator is created to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to explore the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The course consists of three major levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified 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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By 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, bill and ask for payments, and route data within your company's CRMs and apps.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. Consider the amount of time you'll need to spend to homework completion as well.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
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.
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.
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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.