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Self-paced
Advance your for Salesforce administrator knowledge with business card 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 Business Card Request Process optimization Certification for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About business card request process optimization certification for Salesforce administrator
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce specialists can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Business Card Request workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Business Card Request workflow developing using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Business Card Request Process optimization Certification for Salesforce Administrator so that they can quickly discover ways to change typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this program created?
The Business Card Request Process optimization Certification for Salesforce Administrator is developed to assist you in obtaining 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 boosting your business’s efficiency.
What does studying include?
The course includes three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Business Card Request automation course?
- Generate actionable Business Card 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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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.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
Each lesson focuses on a different feature of airSlate. There are more in-depth certification courses available that can last up to four hours. Consider the amount of time you'll need to spend to homework completion.
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.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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 understand how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.