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Self-paced
Boost your for CRM system analyst technical skill's 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 Automation Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote automation certification program for CRM system analyst
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Online Quote workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Online Quote workflow building using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Online Quote Automation Certification Program for CRM System Analyst so that they can quickly learn how to transform standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this program created?
The Online Quote Automation Certification Program for CRM System Analyst is made to help you in gaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s productivity.
What does studying involve?
The training comprises three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a certified specialist 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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You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you can't find a particular course you might be interested in, please contact us.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
Besides the airSlate Academy, you can take advantage of other learning materials that will help 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.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
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 find out how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
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.
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.