to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Strengthen your for Salesforce CRM analyst resume skills with request a demo 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 Request a Demo Workflow processing Certification Program for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo workflow processing certification program for Salesforce CRM analyst
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce professionals can improve their everyday routine in real examples. After completing the course, you will be able to automate and boost your Request a Demo workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Request a Demo workflow building using the airSlate platform, form generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Request a Demo Workflow processing Certification Program for Salesforce CRM Analyst so that they can rapidly learn how to change typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their work
Why was this course created?
The Request a Demo Workflow processing Certification Program for Salesforce CRM Analyst is created to assist you in gaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The course consists of three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
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.
By 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, bill and ask for payments, and route data within your company's CRMs and apps.
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.
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. Please contact us whenever you need help.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.
You can find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a particular course contact us.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.