Self-paced

Improve your for Salesforce agency expert career path with visitor pass automation course

4
Star Rating
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 Visitor Pass Workflow processing Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Improve your for Salesforce agency expert career path with visitor pass automation course

About visitor pass workflow processing certification for Salesforce agency expert

Our quick-start training program offers the basics of business process automation and clarifies how Salesforce professionals can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Visitor Pass workflows within 10 minutes without writing a single line of code.

What does this course cover?

The program covers all the steps of the Visitor Pass workflow building using the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can apply for the program?

We created our Visitor Pass Workflow processing Certification for Salesforce Agency Expert to enable them to quickly discover ways to transform typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work

Why was this program made?

The Visitor Pass Workflow processing Certification for Salesforce Agency Expert is created to assist you in getting no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to discover the most cutting-edge ways of improving your business’s productivity.

What does studying involve?

The training comprises three major steps:

  • 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 installation process;
  • Practical activities to consolidate knowledge and level up automation expertise.

Go through all steps to quickly become a qualified professional in automating Salesforce processes.

What will you learn in the Visitor Pass automation course?

  • Generate actionable Visitor Pass 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.

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.

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.

There is no limit to the number of classes you can take. Though certain classes require your whole concentration, we don't recommend taking too many at once. Sign up now, and you'll always be able to learn at a good rate.

All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.

With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.

Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.