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Self-paced
Improve your for Salesforce admin technical skill's 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 Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation automation course for Salesforce admin
Our quick-start training program offers the basics of business process automation and explains how Salesforce experts can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Checklist evaluation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Checklist evaluation workflow developing using the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Checklist evaluation Automation Course for Salesforce Admin so that they can rapidly discover ways to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists 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 Checklist evaluation Automation Course for Salesforce Admin is made to assist you in gaining no-code automation expertise 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 involve?
The training comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified professional 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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There are no restrictions on the amount of classes you can take. Because some courses require your undivided attention, we recommend that you avoid enrolling in too many courses at once. The earlier you enroll, the more time you will have to study.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
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.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
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.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
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.