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Self-paced
Optimize your for Salesforce consultant skills with sales quotation 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 Sales Quotation Workflow processing Certification for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation workflow processing certification for Salesforce consultant
Our quick-start learning program offers the basics of business process automation and describes how Salesforce specialists can simplify their daily routine in real examples. After finishing the course, you will be able to automate and boost your Sales Quotation 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 Sales Quotation workflow developing within the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Sales Quotation Workflow processing Certification for Salesforce Consultant so that they can rapidly learn how to turn regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program created?
The Sales Quotation Workflow processing Certification for Salesforce Consultant is developed to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of improving your business’s productivity.
What does studying include?
The course includes three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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 pieces of software that are programmed to do certain tasks based on rules and 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.
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.
You'll find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a specific topic you might be interested in, please contact us.
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.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
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.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
Please feel free to enroll in any number of courses. If you decide to sign up for too many courses at once, we recommend that you do it cautiously. Sign up now to keep your learning pace productive at all times.
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 discover how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.