to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Boost your for system administrator expertise with sales invoice 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 Sales Invoice Automation Certification Program for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales invoice automation certification program for system administrator
Our quick-start training 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 enhance your Sales Invoice workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Sales Invoice workflow developing within 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 course?
We created our Sales Invoice Automation Certification Program for System Administrator so that they can quickly discover ways to turn typical business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program made?
The Sales Invoice Automation Certification Program for System Administrator is created to help you in obtaining no-code automation skills in minimum time and free of charge. Join the airSlate Academy to explore the most advanced ways of enhancing your business’s efficiency.
What does studying involve?
The training consists of three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Sales Invoice automation course?
- Generate actionable Sales Invoice 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
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.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. Early registration gives you extra time to prepare for the exam.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To discover how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.