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Self-paced
Improve your for Salesforce implementation partner knowledge with birth plan 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 Birth Plan Automation Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About birth plan automation certification program for Salesforce implementation partner
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can enhance their daily routine in real examples. After completing the course, you will be able to automate and boost your Birth Plan workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Birth Plan workflow developing within the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Birth Plan Automation Certification Program for Salesforce Implementation Partner so that they can rapidly discover ways to turn regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this program created?
The Birth Plan Automation Certification Program for Salesforce Implementation Partner is made to assist you in getting no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The course comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terminology 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 skills.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Birth Plan automation course?
- Generate actionable Birth Plan 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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Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
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.
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.
You'll find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you can't find a certain course, please contact us.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
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.
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.