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Self-paced
Improve your for Salesforce implementation partner skills 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 Implementation 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 implementation partner
Our quick-start studying program offers the basics of business process automation and describes how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Payment Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Payment Request workflow building within the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Payment Request Automation Course for Salesforce Implementation Partner so that they can rapidly learn how to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this course made?
The Payment Request Automation Course for Salesforce Implementation Partner is developed to assist you in gaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of boosting your business’s productivity.
What does studying include?
The training includes three major steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified specialist 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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We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
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.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
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.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
In each class, a different aspect of airSlate's operation is discussed. Between 30 and 60 minutes are possible. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.