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Self-paced
Enhance your for Salesforce Admin career path with sales 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 Sales Order Process optimization Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales order process optimization certification for Salesforce Admin
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce users can simplify their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Order 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 Sales Order workflow developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Sales Order Process optimization Certification for Salesforce Admin to enable them to rapidly discover ways to transform standard business procedures 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 Sales Order Process optimization Certification for Salesforce Admin is created to assist you in gaining no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course includes three major levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Sales Order automation course?
- Generate actionable Sales 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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RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
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.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a common concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.