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Self-paced
Advance your for Salesforce Admin knowledge with sales quotation 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 Sales Quotation Process optimization Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation process optimization certification for Salesforce Admin
Our quick-start studying program offers the basics of business process automation and describes how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Sales Quotation workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Sales Quotation Process optimization Certification for Salesforce Admin so that they can rapidly learn how to change regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this program created?
The Sales Quotation Process optimization Certification for Salesforce Admin is created to help you in obtaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most advanced ways of enhancing your business’s efficiency.
What does studying involve?
The training includes three major levels:
- Theoretical part with the essential 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 Sales Quotation automation course?
- Generate actionable Sales Quotation 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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Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
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.
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.
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.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
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.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
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. Sign up now to continue learning at a productive rate at all times.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.