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Self-paced
Advance your for Salesforce professional skills with online quote 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 Online Quote Process optimization Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote process optimization course for Salesforce professional
Our quick-start learning program provides the fundamentals of business process automation and describes how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and boost your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Online Quote workflow building using the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Online Quote Process optimization Course for Salesforce Professional to enable them to quickly learn how to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this program made?
The Online Quote Process optimization Course for Salesforce Professional is developed to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to explore the most advanced ways of enhancing your business’s efficiency.
What does studying involve?
The course consists of three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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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.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. It's easy to sync data between apps and documents with airSlate Bots.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
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.
Find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a specific course you are interested in, please contact us.
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.
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.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
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.