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Self-paced
Enhance your for Salesforce consultant skills 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 Automation Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales order automation certification program for Salesforce consultant
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce experts can improve their daily routine in real examples. After completing the course, you will be able to automate and enhance your Sales Order workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Sales Order workflow developing within the airSlate platform, form generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Sales Order Automation Certification Program for Salesforce Consultant so that they can rapidly learn how to change standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this course made?
The Sales Order Automation Certification Program for Salesforce Consultant is developed to assist you in getting no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to explore the most advanced ways of increasing your business’s efficiency.
What does studying include?
The training comprises three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified professional 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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Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
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.
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.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
Discover the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a certain topic contact us.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.