to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Strengthen your for Salesforce consulting partner skills with sales order 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 Sales Order Process optimization Certification for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales order process optimization certification for Salesforce consulting partner
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce professionals can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve your Sales Order workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Sales Order workflow developing within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Sales Order Process optimization Certification for Salesforce Consulting Partner so that they can rapidly learn how to change standard business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes
Why was this program created?
The Sales Order Process optimization Certification for Salesforce Consulting Partner is created to assist you in getting no-code automation expertise in minimum time and free of charge. Register in the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s productivity.
What does studying include?
The course comprises three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Sales Order automation course?
- Generate actionable Sales Order 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
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.
Discover the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a specific course, please contact us.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
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.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.