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Self-paced
Sharpen your for Salesforce agency expert expertise with sales quotation 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 Sales Quotation 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 sales quotation process optimization certification for Salesforce agency expert
Our quick-start learning program offers the basics of business process automation and explains how Salesforce specialists can enhance their daily routine in real examples. After completing the course, you will be able to automate and improve your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Sales Quotation workflow developing using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Sales Quotation Process optimization Certification for Salesforce Agency Expert to enable them to quickly discover ways to turn typical business operations into highly-effective 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 created?
The Sales Quotation Process optimization Certification for Salesforce Agency Expert is created to assist you in gaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of increasing your business’s efficiency.
What does studying involve?
The training consists of three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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There are a number of different types of bots, each of which has its own unique set of rules and logic. In addition to moving data across documents and apps, airSlate Bots allow you to set up reminders and automated notifications, set up and update entries in your CRM, and more.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
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.
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.
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.
All of your classes are permitted. If you decide to sign up for too many courses at once, we suggest you to do so cautiously. Sign up now to keep your learning pace productive at all times.
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.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.