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Self-paced
Develop your for Salesforce implementation partner career path 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 Process optimization Certification for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation process optimization certification for Salesforce implementation partner
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce users can streamline their daily routine in real examples. After finishing the course, you will be able to automate and boost your Checklist evaluation workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Checklist evaluation workflow developing using the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Checklist evaluation Process optimization Certification for Salesforce Implementation Partner so that they can rapidly discover ways to transform typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this course created?
The Checklist evaluation Process optimization Certification for Salesforce Implementation Partner is created to assist you in obtaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.
What does studying include?
The training comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a qualified specialist 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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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.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a general concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
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.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.