Self-paced

Upgrade your for Salesforce agency expert knowledge with checklist evaluation automation course

4
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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 Automation Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Upgrade your for Salesforce agency expert knowledge with checklist evaluation automation course

About checklist evaluation automation certification for Salesforce agency expert

Our quick-start learning program offers the basics of business process automation and describes how Salesforce professionals can improve their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Checklist evaluation workflows in approximately 10 minutes without writing a single line of code.

What does this program cover?

The program covers all the stages of the Checklist evaluation workflow developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can apply for the course?

We created our Checklist evaluation Automation Certification for Salesforce Agency Expert so that they can rapidly discover ways to turn regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their work

Why was this program created?

The Checklist evaluation Automation Certification for Salesforce Agency Expert is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.

What does studying include?

The training consists of three main levels:

  • Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
  • A precise description of the workflow creation and the Bot setup process;
  • Practical tasks to consolidate knowledge and improve automation expertise.

Go through all steps to quickly become a qualified specialist 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.

You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now, and you'll always be able to learn at a good rate.

We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.

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.

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.

Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.

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.

Besides the airSlate Academy, there are other ways to learn about our products that can help you. 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 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.

Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.