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Self-paced
Improve your for Salesforce professional career path with checklist evaluation 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 Checklist evaluation Automation Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation automation certification for Salesforce professional
Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce professionals can improve their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Checklist evaluation workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Checklist evaluation workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Checklist evaluation Automation Certification for Salesforce Professional to enable them to quickly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this course created?
The Checklist evaluation Automation Certification for Salesforce Professional is created to assist you in getting no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying include?
The training consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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
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Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Join now and learn at your own pace every time.
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.
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.
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.
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.
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.
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.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
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