Self-paced

Sharpen your for Salesforce professional knowledge with business card request automation course

4
Star Rating
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 Business Card Request Process optimization Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Sharpen your for Salesforce professional knowledge with business card request automation course

About business card request process optimization certification program for Salesforce professional

Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce users can streamline their daily routine in real examples. After completing the course, you will be able to automate and boost your Business Card Request workflows within 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the stages of the Business Card Request workflow developing using the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can apply for the program?

We developed our Business Card Request Process optimization Certification Program for Salesforce Professional to enable them to rapidly discover ways to turn standard business procedures into highly-effective 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 work

Why was this program made?

The Business Card Request Process optimization Certification Program for Salesforce Professional is developed to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to discover the most advanced ways of enhancing your business’s productivity.

What does studying include?

The training comprises three main steps:

  • Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
  • A comprehensive description of the workflow creation and the Bot setup process;
  • Practical tasks to consolidate knowledge and level up automation expertise.

Go through all steps to quickly become a certified professional in automating Salesforce processes.

What will you learn in the Business Card Request automation course?

  • Generate actionable Business Card 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.

Besides the airSlate Academy, you can take advantage of other learning materials that will 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.

Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.

You will find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you can't find a particular tutorial you might be interested in, please contact us.

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.

airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.

With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.

No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.

Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Sign up now, and you'll always be able to learn at a good rate.