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Self-paced
Boost your for Salesforce consulting partner expertise with contract management 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 Contract Management Automation Course for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About contract management automation course for Salesforce consulting partner
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Contract Management workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Contract Management workflow building using the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Contract Management Automation Course for Salesforce Consulting Partner so that they can rapidly discover ways to turn regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work
Why was this program made?
The Contract Management Automation Course for Salesforce Consulting Partner is created to help you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s productivity.
What does studying include?
The course comprises three main stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Contract Management automation course?
- Generate actionable Contract Management 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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For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
You will find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a specific tutorial you are interested in, please contact us.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
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.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
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.
There are a number of different types of bots, each of which has its own unique set of rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
In each class, a different aspect of airSlate's operation is discussed. Between 30 and 60 minutes are possible. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.