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Self-paced
Develop your for Salesforce consulting partner roles with purchase order 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 Purchase Order Process optimization Course for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order process optimization course for Salesforce consulting partner
Our quick-start learning program provides the basics of business process automation and explains how Salesforce users can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Purchase Order workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Purchase Order workflow building within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Purchase Order Process optimization Course for Salesforce Consulting Partner to enable them to rapidly learn how to change typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this course created?
The Purchase Order Process optimization Course for Salesforce Consulting Partner is created to assist you in getting no-code automation skills in minimum time and at no cost. Join the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s efficiency.
What does studying include?
The course consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Purchase Order automation course?
- Generate actionable Purchase Order 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 knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
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.
You'll 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 particular training you might be 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.
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.
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, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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 in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
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.
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. Whenever you need help, feel free to get in touch with us.