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Self-paced
Optimize your for Salesforce agency expert expertise with order delivery and tracking 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 Order Delivery and Tracking Automation Course for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About order delivery and tracking automation course for Salesforce agency expert
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce specialists can streamline their daily routine in real examples. After completing the course, you will be able to automate and enhance your Order Delivery and Tracking workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Order Delivery and Tracking workflow developing within the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Order Delivery and Tracking Automation Course for Salesforce Agency Expert so that they can quickly learn how to transform regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this course created?
The Order Delivery and Tracking Automation Course for Salesforce Agency Expert is made to help you in getting no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to discover the most cutting-edge ways of increasing your business’s productivity.
What does studying include?
The course consists of three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Order Delivery and Tracking automation course?
- Generate actionable Order Delivery and Tracking 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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Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
Each lesson focuses on a different feature of airSlate. A thirty-minute to an hour wait is not uncommon. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
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.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
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, send invoices and payment requests, and route data within your company's CRMs and apps.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a general idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.