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Self-paced
Upgrade your for Salesforce professional knowledge with payment request 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 Payment Request Process optimization Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request process optimization certification program for Salesforce professional
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce specialists can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Payment Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Payment Request workflow developing using the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Payment Request Process optimization Certification Program for Salesforce Professional to enable them to quickly learn how to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this program created?
The Payment Request Process optimization Certification Program for Salesforce Professional is created to help you in gaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of improving your business’s efficiency.
What does studying include?
The training consists of three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. The sooner you sign up, the more time you have to study.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist 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.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To figure out how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.