Self-paced

Develop your for Salesforce professional technical skill's with birth plan automation course

4
Star Rating
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 Birth Plan Automation Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Develop your for Salesforce professional technical skill's with birth plan automation course

About birth plan automation course for Salesforce professional

Our quick-start training program provides the basics of business process automation and clarifies how Salesforce experts can simplify their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Birth Plan workflows within 10 minutes without writing a single line of code.

What does this course cover?

The program covers all the stages of the Birth Plan workflow building within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can apply for the program?

We created our Birth Plan Automation Course for Salesforce Professional so that they can rapidly learn how to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes

Why was this program made?

The Birth Plan Automation Course for Salesforce Professional is created to assist you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of enhancing your business’s productivity.

What does studying involve?

The training includes three main stages:

  • Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
  • A detailed explanation of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and level up automation skills.

Go through all steps to quickly become a qualified professional in automating Salesforce processes.

What will you learn in the Birth Plan automation course?

  • Generate actionable Birth Plan 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.

It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.

Besides the airSlate Academy, there are other ways to learn about our products that can help you. 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.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.

Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.

With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.

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 get a general understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.

Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.

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.