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Self-paced
Develop your for Salesforce agency expert career path with business card 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 Business Card Request Process optimization Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About business card request process optimization certification for Salesforce agency expert
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce users can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Business Card Request 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 Business Card Request workflow building using the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Business Card Request Process optimization Certification for Salesforce Agency Expert so that they can quickly discover ways to change typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Business Card Request Process optimization Certification for Salesforce Agency Expert is developed to help you in getting no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s productivity.
What does studying include?
The training includes three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Business Card Request automation course?
- Generate actionable Business Card 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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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.
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.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. 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.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
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.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To learn how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
Find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a specific course, please contact us.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.