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Self-paced
Upgrade your for Salesforce admin responsibilities with employee exit checklist 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 Employee Exit Checklist Workflow processing Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About employee exit checklist workflow processing certification program for Salesforce admin
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce professionals can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Employee Exit Checklist 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 Employee Exit Checklist workflow building using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Employee Exit Checklist Workflow processing Certification Program for Salesforce Admin so that they can rapidly discover ways to change typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this program created?
The Employee Exit Checklist Workflow processing Certification Program for Salesforce Admin is developed to assist you in getting no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s efficiency.
What does studying include?
The training consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Employee Exit Checklist automation course?
- Generate actionable Employee Exit Checklist 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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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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
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.
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.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
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.
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. At any time, please feel free to reach out to us.
You will 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 tutorial contact us.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.