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Self-paced
Advance your for Salesforce administrator skills 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 Automation Course for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation course for Salesforce administrator
Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce experts can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Sales Quotation 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 program?
We created our Sales Quotation Automation Course for Salesforce Administrator so that they can rapidly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many tips on rationalizing their work
Why was this course made?
The Sales Quotation Automation Course for Salesforce Administrator is created to assist you in obtaining no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying include?
The course comprises three main levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a certified professional 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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A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. You can use airSlate Bots to move data across apps and documents, set up reminders and automated notifications, build and update records in your CRM based on the data collected, and more.
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.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a general idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You will find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a specific topic contact us.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
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.
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.