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Self-paced
Advance your for Salesforce implementation partner knowledge with contract management 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 Contract Management Process optimization Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About contract management process optimization course for Salesforce implementation partner
Our quick-start learning program offers the basics of business process automation and explains how Salesforce professionals can simplify their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Contract Management workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Contract Management workflow building within the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Contract Management Process optimization Course for Salesforce Implementation Partner to enable them to quickly learn how to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their work
Why was this program made?
The Contract Management Process optimization Course for Salesforce Implementation Partner is made to assist you in getting no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most cutting-edge ways of improving your business’s productivity.
What does studying include?
The course includes three main levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical tasks 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 Contract Management automation course?
- Generate actionable Contract Management 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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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.
Each lesson focuses on a different feature of airSlate. There are more in-depth certification courses available that can last up to four hours. There's also the question of how much time you'll need to dedicate to completing the homework.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
You'll find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you can't find a certain tutorial, please contact us.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
Bots are pieces of software that are pre-programmed to carry out specified activities according to pre-established 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.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
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.