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Self-paced
Optimize your for Salesforce consulting partner expertise with checklist evaluation 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 Checklist evaluation Process optimization Certification for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation process optimization certification for Salesforce consulting partner
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce users can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Checklist evaluation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Checklist evaluation workflow developing using the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our Checklist evaluation Process optimization Certification for Salesforce Consulting Partner to enable them to quickly discover ways to transform standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their work
Why was this program created?
The Checklist evaluation Process optimization Certification for Salesforce Consulting Partner is created to help you in obtaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The training includes three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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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Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. Consider the amount of time you'll need to spend to homework completion.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
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 figure out how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
You can find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a certain tutorial contact us.
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.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.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.