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Self-paced
Strengthen your for Salesforce consultant expertise with birth plan 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 Birth Plan Automation Course for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About birth plan automation course for Salesforce consultant
Our quick-start training program offers the basics of business process automation and explains how Salesforce users can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Birth Plan workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Birth Plan workflow building 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 enroll in the course?
We created our Birth Plan Automation Course for Salesforce Consultant to enable them to quickly learn how to transform typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their work
Why was this program created?
The Birth Plan Automation Course for Salesforce Consultant is created to assist you in obtaining no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The course consists of three main steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
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
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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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Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. There's also the question of how much time you'll need to dedicate to completing the homework.
You'll find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a particular training you are interested in, please contact us.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.