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Self-paced
Sharpen your for Salesforce professional resume skills with patient intake 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 Patient Intake 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!
About patient intake process optimization certification program for Salesforce professional
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce users can improve their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Patient Intake 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 Patient Intake workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Patient Intake Process optimization Certification Program for Salesforce Professional so that they can quickly learn how to transform standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this course created?
The Patient Intake Process optimization Certification Program for Salesforce Professional is developed to assist you in gaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Patient Intake automation course?
- Generate actionable Patient Intake 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 will 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 training contact us.
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.
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.
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.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. 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.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.