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Self-paced
Improve your for Salesforce CRM analyst roles 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 Process optimization Course for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request process optimization course for Salesforce CRM analyst
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce professionals can improve their everyday routine in real examples. After completing the course, you will be able to automate and boost your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Payment Request workflow building within the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Payment Request Process optimization Course for Salesforce CRM Analyst so that they can quickly learn how to turn typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this course made?
The Payment Request Process optimization Course for Salesforce CRM Analyst is made to help you in gaining no-code automation expertise 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 productivity.
What does studying involve?
The course comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a certified professional 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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Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
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.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. Consider the amount of time you'll need to spend to homework completion as well.
Bots are pieces of software that have been programmed to do certain tasks based on rules and if/then statements. 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.