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Self-paced
Boost your for Salesforce Admin roles 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 Workflow processing Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote workflow processing certification for Salesforce Admin
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce professionals can enhance their daily routine in real examples. After finishing 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 course cover?
The program covers all the steps of the Online Quote workflow developing using the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Online Quote Workflow processing Certification for Salesforce Admin so that they can rapidly learn how to turn typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this course made?
The Online Quote Workflow processing Certification for Salesforce Admin is created to help you in gaining no-code automation skills 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 include?
The course consists of three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up 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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RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a general concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
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.
There are no restrictions on the amount of classes you can take. Because some courses require your undivided attention, we recommend that you avoid enrolling in too many courses at once. The earlier you enroll, the more time you will have to study.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
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.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.