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Self-paced
Optimize your for Salesforce admin skills with online quote 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 Online Quote Automation 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 online quote automation certification program for Salesforce admin
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce users can enhance their everyday routine in real examples. After completing the course, you will be able to automate and improve your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Online Quote workflow building using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Online Quote Automation Certification Program for Salesforce Admin so that they can rapidly learn how to change regular business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this program made?
The Online Quote Automation Certification Program for Salesforce Admin is created to assist you in gaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to explore the most state-of-the-art ways of improving your business’s productivity.
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 comprehensive description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
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.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To understand how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
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.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Courses that lead to certification are more in-depth and can take up to four hours. It's also important to consider how much time you have available.
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.