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Self-paced
Sharpen your for Salesforce consulting partner knowledge with request a demo 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 Request a Demo Automation Course for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo automation course for Salesforce consulting partner
Our quick-start studying program provides the fundamentals of business process automation and describes how Salesforce users can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Request a Demo workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Request a Demo workflow building using the airSlate platform, form generation 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 Request a Demo Automation Course for Salesforce Consulting Partner so that they can rapidly learn how to change typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this program created?
The Request a Demo Automation Course for Salesforce Consulting Partner is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying include?
The training includes three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a specific topic contact us.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. Consider the amount of time you'll need to spend to homework completion as well.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
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.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
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.