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Self-paced
Advance your for Salesforce professional career path 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 Automation Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About contract management automation course for Salesforce professional
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce experts can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Contract Management workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Contract Management workflow developing using the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Contract Management Automation Course for Salesforce Professional to enable them to rapidly learn how to turn regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their work
Why was this course created?
The Contract Management Automation Course for Salesforce Professional is developed to help you in gaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying involve?
The course consists of three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a qualified expert 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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You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To figure out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
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.
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.
You will find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you can't find a specific course contact us.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.