Self-paced

Advance your for Salesforce agency expert expertise with checklist evaluation automation course

4
Star Rating
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 Checklist evaluation Process optimization Certification Program for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Advance your for Salesforce agency expert expertise with checklist evaluation automation course

About checklist evaluation process optimization certification program for Salesforce agency expert

Our quick-start learning program provides the fundamentals of business process automation and describes how Salesforce experts can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Checklist evaluation 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 Checklist evaluation workflow developing using the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can enroll in the program?

We created our Checklist evaluation Process optimization Certification Program for Salesforce Agency Expert to enable them to quickly discover ways to transform regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work

Why was this program made?

The Checklist evaluation Process optimization Certification Program for Salesforce Agency Expert is developed to help you in gaining no-code automation skills in minimum time and free of charge. Enroll in the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s efficiency.

What does studying include?

The course consists of three major stages:

  • Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
  • A precise explanation of the workflow building and the Bot setup process;
  • Practical tasks to consolidate knowledge and level up automation skills.

Go through all steps to quickly become a qualified specialist in automating Salesforce processes.

What will you learn in the Checklist evaluation automation course?

  • Generate actionable Checklist evaluation 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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 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.

There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.

You can find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a specific topic you might be interested in, please contact us.

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 keep studying at a rapid pace.

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.

You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.

Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a common understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.

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. At any time, please feel free to reach out to us.

ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.