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Self-paced
Enhance your for Salesforce consultant expertise with request a demo 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 Request a Demo Automation Certification for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo automation certification for Salesforce consultant
Our quick-start studying program offers the basics of business process automation and explains how Salesforce users can streamline their daily routine in real examples. After completing the course, you will be able to automate and enhance your Request a Demo workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Request a Demo workflow building within the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Request a Demo Automation Certification for Salesforce Consultant so that they can quickly discover ways to turn typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their processes
Why was this course made?
The Request a Demo Automation Certification for Salesforce Consultant is developed to help you in getting no-code automation expertise in minimum time and free of charge. Register in the airSlate Academy to explore the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The course comprises three major stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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.
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.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.