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Self-paced
Sharpen your for Salesforce consultant skills 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 Salesforce Consultant, 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 Salesforce consultant
Our quick-start training program provides the basics of business process automation and clarifies 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 in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Payment Request workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Payment Request Workflow processing Certification Program for Salesforce Consultant so that they can quickly discover ways to change typical business operations into highly-efficient 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 processes
Why was this program created?
The Payment Request Workflow processing Certification Program for Salesforce Consultant is created to assist you in getting no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s productivity.
What does studying include?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified specialist 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
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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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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. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
You'll find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a certain training contact us.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
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.
There is no limit to the number of classes you can take. Though certain classes require your whole concentration, we don't recommend taking too many at once. Sign up now and keep learning at a productive rate every time.
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 better understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.