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Self-paced
Optimize your for Salesforce administrator roles with birth plan 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 Birth Plan Workflow processing Certification for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About birth plan workflow processing certification for Salesforce administrator
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve your Birth Plan workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Birth Plan workflow building within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Birth Plan Workflow processing Certification for Salesforce Administrator so that they can rapidly learn how to transform typical 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 created?
The Birth Plan Workflow processing Certification for Salesforce Administrator is created to help you in obtaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Birth Plan automation course?
- Generate actionable Birth Plan 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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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.
You will find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a certain tutorial contact us.
You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now, and you'll always be able to learn at a good rate.
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.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
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.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.