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Self-paced
Boost your for Salesforce consultant responsibilities with request a demo 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 Request a Demo Process optimization Certification for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo process optimization certification for Salesforce consultant
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce experts can streamline their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Request a Demo workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Request a Demo workflow developing within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Request a Demo Process optimization Certification for Salesforce Consultant so that they can quickly learn how to change typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program made?
The Request a Demo Process optimization Certification for Salesforce Consultant is developed to help you in getting no-code automation expertise in minimum time and free of charge. Register in the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course includes three major steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
You'll find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a particular topic, please contact us.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
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.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve 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.
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.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
By 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, bill and ask for payments, and route data within your company's CRMs and apps.
Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. The earlier you enroll, the more time you will have to study.