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Self-paced
Develop your for Salesforce agency expert skills with checklist evaluation 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 Checklist evaluation Automation 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 checklist evaluation automation certification for Salesforce agency expert
Our quick-start studying program provides the basics of business process automation and explains how Salesforce experts can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Checklist evaluation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Checklist evaluation workflow building 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 Checklist evaluation Automation Certification for Salesforce Agency Expert to enable them to quickly learn how to change standard 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 recommendations on rationalizing their processes
Why was this course made?
The Checklist evaluation Automation Certification for Salesforce Agency Expert is created to help you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The course consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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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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.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
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.
Discover 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 can't find a specific tutorial, please contact us.
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.
Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Sign up now to maintain a productive learning pace at all times.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
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.
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. If you need help, please contact us anytime.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.