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Self-paced
Develop your for Salesforce professional technical skill's with online quote 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 Online Quote Automation Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote automation certification program for Salesforce professional
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and improve your Online Quote 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 Online Quote workflow building within the airSlate platform, document creation 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 Online Quote Automation Certification Program for Salesforce Professional so that they can quickly learn how to turn standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their processes
Why was this program made?
The Online Quote Automation Certification Program for Salesforce Professional is created to assist you in getting no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to discover the most cutting-edge ways of increasing your business’s productivity.
What does studying involve?
The course consists of three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now and keep learning at a productive rate every time.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a better concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using 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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
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.
Discover the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a certain topic you might be interested in, please contact us.
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.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.