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Self-paced
Optimize your for Salesforce admin expertise with business card 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 Business Card Request Workflow processing Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About business card request workflow processing certification program for Salesforce admin
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce professionals can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Business Card Request workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Business Card Request workflow developing using the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Business Card Request Workflow processing Certification Program for Salesforce Admin so that they can quickly discover ways to change regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program created?
The Business Card Request Workflow processing Certification Program for Salesforce Admin is created to help you in gaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s efficiency.
What does studying include?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Business Card Request automation course?
- Generate actionable Business Card 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 hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
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.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
There are a number of different types of bots, each of which has its own unique set of rules and 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 you collect, and more.
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.
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.
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.
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.
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.
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.