Self-paced

Strengthen your for Salesforce admin technical skill's with birth plan 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 Birth Plan Automation Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Strengthen your for Salesforce admin technical skill's with birth plan automation course

About birth plan automation certification for Salesforce admin

Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce users can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Birth Plan workflows in about 10 minutes without writing a single line of code.

What does this course cover?

The course covers all the steps of the Birth Plan workflow building within 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 course?

We developed our Birth Plan Automation Certification for Salesforce Admin to enable them to rapidly learn how to turn standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work

Why was this course made?

The Birth Plan Automation Certification for Salesforce Admin is created to help you in gaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s productivity.

What does studying involve?

The training 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 building and the Bot setup process;
  • Practical tasks to consolidate knowledge and improve automation skills.

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

What will you learn in the Birth Plan automation course?

  • Generate actionable Birth Plan 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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You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now to continue learning at a productive rate at all times.

While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.

You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a particular tutorial contact us.

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.

You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.

It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.

Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.

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.

All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.

A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. In addition to moving data across documents and apps, airSlate Bots allow you to set up reminders and automated notifications, set up and update entries in your CRM, and more.