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Self-paced
Improve your for Salesforce consulting partner technical skill's with payment request 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 Payment Request Automation Course for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for Salesforce consulting partner
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce professionals can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Payment Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Payment Request workflow developing within the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Payment Request Automation Course for Salesforce Consulting Partner so that they can rapidly learn how to turn typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work
Why was this program created?
The Payment Request Automation Course for Salesforce Consulting Partner is developed to help you in gaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.
What does studying include?
The training comprises three main steps:
- Theoretical part with the fundamental 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 improve automation skills.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. Consider the amount of time you'll need to spend to homework completion as well.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To understand how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.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 you collect, and more.
You will find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you can't find a specific topic you might be interested in, please contact us.