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Self-paced
Boost your for Salesforce consulting partner resume skills 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 Process optimization Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request process optimization certification program for Salesforce consulting partner
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce experts can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Payment Request workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Payment Request workflow building within the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Payment Request Process optimization Certification Program for Salesforce Consulting Partner so that they can quickly learn how to change regular business operations into highly-effective 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 processes
Why was this course created?
The Payment Request Process optimization Certification Program for Salesforce Consulting Partner is created to assist you in obtaining no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to explore the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The course consists of three major levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a certified 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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We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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 no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
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.
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.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
Yes, you can enroll in as many classes as you like. However, we recommend that you do not enroll in too many courses at once because some of them require your full attention. Sign up now to keep your learning pace productive at all times.