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Self-paced
Boost your for Salesforce implementation partner resume skills with online quote 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 Online Quote Automation Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote automation course for Salesforce implementation partner
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce professionals can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Online Quote 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 Online Quote workflow developing using the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Online Quote Automation Course for Salesforce Implementation Partner to enable them to quickly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this course made?
The Online Quote Automation Course for Salesforce Implementation Partner is developed to assist you in obtaining no-code automation skills in minimum time and free of charge. Enroll in the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying include?
The training comprises three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
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.
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.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist 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.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
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.
You'll find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a certain training contact us.
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, send invoices and payment requests, and route data within your company's CRMs and apps.