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Self-paced
Boost your for Salesforce agency expert 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 Agency Expert, 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 agency expert
Our quick-start training program offers the basics of business process automation and explains how Salesforce professionals can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Payment Request workflow developing within the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Payment Request Automation Course for Salesforce Agency Expert so that they can rapidly learn how to transform standard business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this program created?
The Payment Request Automation Course for Salesforce Agency Expert is developed to assist you in gaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of improving your business’s productivity.
What does studying include?
The training includes three major steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed 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 qualified professional 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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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.
No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. The earlier you enroll, the more time you will have to study.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using 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.
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.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.