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Self-paced
Strengthen your for system administrator skills with online quote 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 Online Quote Automation Certification for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote automation certification for system administrator
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and boost your Online Quote workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Online Quote workflow building within the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Online Quote Automation Certification for System Administrator so that they can quickly discover ways to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their processes
Why was this course created?
The Online Quote Automation Certification for System Administrator is created to help you in obtaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The course consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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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.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
Discover the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a particular training you might be interested in, please contact us.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional 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.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
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.
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. Make the most of your time by signing up today.
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.
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.