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Self-paced
Advance your for Salesforce admin roles with sales invoice 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 Invoice Automation Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales invoice automation course for Salesforce admin
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce users can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Sales Invoice workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Sales Invoice workflow developing within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Sales Invoice Automation Course for Salesforce Admin to enable them to quickly learn how to transform standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this course made?
The Sales Invoice Automation Course for Salesforce Admin is made to assist you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of improving your business’s efficiency.
What does studying involve?
The course includes three main levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Sales Invoice automation course?
- Generate actionable Sales Invoice 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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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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.
There are no restrictions on the amount of classes you can take. Because some courses require your undivided attention, we recommend that you avoid enrolling in too many courses at once. If you sign up early, you'll have more time to study.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
You will find the complete list of our 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 specific tutorial you might be interested in, please contact us.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.