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Self-paced
Improve your for system administrator responsibilities 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 Process optimization Certification Program for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request process optimization certification program for system administrator
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce professionals can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Payment Request workflow developing within the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Payment Request Process optimization Certification Program for System Administrator to enable them to quickly discover ways to change typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their work
Why was this course made?
The Payment Request Process optimization Certification Program for System Administrator is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to discover the most advanced ways of improving your business’s productivity.
What does studying include?
The course consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a qualified 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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Discover the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a specific training, please contact us.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
You can take as many classes as you want, the answer is yes. But we suggest that you don't sign up for too many classes at once, since some of them need your full attention. Sign up now, and you'll always be able to learn at a good rate.
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.
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.
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.