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Self-paced
Develop your for Salesforce agency expert responsibilities 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 Salesforce Agency Expert, 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 Salesforce agency expert
Our quick-start studying program offers the basics of business process automation and describes how Salesforce experts can improve their daily routine in real examples. After finishing the course, you will be able to automate and improve 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 building using the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Sales Invoice Automation Certification Program for Salesforce Agency Expert to enable them to rapidly learn how to turn standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Sales Invoice Automation Certification Program for Salesforce Agency Expert is created to assist you in obtaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of improving your business’s productivity.
What does studying involve?
The course includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all levels to quickly become a certified 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
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Questions & answers
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You'll find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a particular course you are interested in, please contact us.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
In each class, a different aspect of airSlate's operation is discussed. Between 30 and 60 minutes are possible. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
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.