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Self-paced
Improve your for Salesforce professional technical skill's with sales order 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 Order Workflow processing Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales order workflow processing certification for Salesforce professional
Our quick-start training program offers the basics of business process automation and describes how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Order workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Sales Order 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 course?
We created our Sales Order Workflow processing Certification for Salesforce Professional to enable them to quickly learn how to change typical business procedures 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 processes
Why was this program created?
The Sales Order Workflow processing Certification for Salesforce Professional is made to assist you in gaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The course comprises three main levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Sales Order automation course?
- Generate actionable Sales Order 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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While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
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.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. 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.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. 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.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To figure out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.