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Self-paced
Boost your for Salesforce admin roles with payment request 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 Payment Request Automation Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for Salesforce admin
Our quick-start studying program provides the basics of business process automation and describes how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Payment Request workflow building using the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Payment Request Automation Course for Salesforce Admin so that they can quickly learn how to change regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their work
Why was this program created?
The Payment Request Automation Course for Salesforce Admin is developed to assist you in gaining no-code automation skills in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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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.
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.
Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Sign up now and keep a productive pace of learning every time.
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.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
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 tutorial contact us.