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Self-paced
Improve your for Salesforce CRM analyst skills with sales quotation 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 Sales Quotation Automation Certification for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation certification for Salesforce CRM analyst
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Sales Quotation workflow developing within the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Sales Quotation Automation Certification for Salesforce CRM Analyst so that they can quickly learn how to change regular 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 processes
Why was this course made?
The Sales Quotation Automation Certification for Salesforce CRM Analyst is made to assist you in obtaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most advanced ways of improving your business’s efficiency.
What does studying include?
The course comprises three major steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
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.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
You will find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you can't find a specific training course contact us.
Automated systems, or "bots," are computer programs that are programmed to carry out specified tasks based on predetermined rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.
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.
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.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
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 discover how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.