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Self-paced
Sharpen your for Salesforce implementation partner technical skill's 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 Automation Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for Salesforce implementation partner
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce users can enhance their everyday routine in real examples. After completing the course, you will be able to automate and improve your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Payment Request workflow building within the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Payment Request Automation Course for Salesforce Implementation Partner so that they can quickly learn how to turn regular business procedures into highly-effective 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 work
Why was this program made?
The Payment Request Automation Course for Salesforce Implementation Partner is made to assist you in obtaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course includes three main stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all steps 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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You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. If you sign up early, you'll have more time to study.
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.
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.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To learn how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
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.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
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 can't find a specific training course you are interested in, please contact us.
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.