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Self-paced
Upgrade your for Salesforce Administrator resume skills with checklist evaluation 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 Checklist evaluation Process optimization Course for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation process optimization course for Salesforce Administrator
Our quick-start studying program offers the fundamentals of business process automation and explains how Salesforce experts can simplify their daily routine in real examples. After finishing the course, you will be able to automate and boost your Checklist evaluation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Checklist evaluation workflow building within the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Checklist evaluation Process optimization Course for Salesforce Administrator so that they can rapidly discover ways to turn regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes
Why was this course created?
The Checklist evaluation Process optimization Course for Salesforce Administrator is developed to help you in gaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s efficiency.
What does studying include?
The training includes three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot setup 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 Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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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Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a better concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
Please feel free to enroll in any number of courses. If you decide to sign up for too many courses at once, we recommend that you do it cautiously. Sign up now to keep your learning pace productive at all times.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. In addition to moving data across documents and apps, airSlate Bots allow you to set up reminders and automated notifications, set up and update entries in your CRM, and more.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
Discover the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you can't find a certain course contact us.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.