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Self-paced
Advance your for Salesforce consultant resume skills with checklist evaluation 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 Checklist evaluation Automation Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation automation certification program for Salesforce consultant
Our quick-start training program provides the basics of business process automation and explains how Salesforce users can streamline their daily routine in real examples. After completing 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 stages of the Checklist evaluation workflow developing within the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Checklist evaluation Automation Certification Program for Salesforce Consultant to enable them to rapidly learn how to change standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work
Why was this program created?
The Checklist evaluation Automation Certification Program for Salesforce Consultant is created to help you in getting no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of improving your business’s productivity.
What does studying involve?
The course consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified professional 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
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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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Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a better concept of how airSlate works, check out 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 divided into many categories and levels of difficulty. If you can't find a particular training contact us.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. 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.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
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.
Each course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.