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Self-paced
Enhance your for Salesforce consulting partner skills with checklist evaluation 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 Checklist evaluation Automation Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation automation certification program for Salesforce consulting partner
Our quick-start studying program offers the basics of business process automation and describes how Salesforce users can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Checklist evaluation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Checklist evaluation workflow building using 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 course?
We developed our Checklist evaluation Automation Certification Program for Salesforce Consulting Partner so that they can quickly discover ways to change typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this course made?
The Checklist evaluation Automation Certification Program for Salesforce Consulting Partner is created to assist you in gaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s efficiency.
What does studying involve?
The course comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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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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.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
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.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
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.
You'll find 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 can't find a particular training course you might be interested in, please contact us.
Each airSlate course focuses on a different aspect of the software's operation. As long as it takes between 30 and 60 minutes, they're fine. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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.