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Self-paced
Optimize your for Salesforce CRM analyst roles with employee onboarding 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 Employee Onboarding Process optimization Certification Program for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About employee onboarding process optimization certification program for Salesforce CRM analyst
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce professionals can streamline their daily routine in real examples. After completing the course, you will be able to automate and enhance your Employee Onboarding workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Employee Onboarding workflow developing within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Employee Onboarding Process optimization Certification Program for Salesforce CRM Analyst to enable them to quickly learn how to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this course created?
The Employee Onboarding Process optimization Certification Program for Salesforce CRM Analyst is made to assist you in gaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of increasing your business’s productivity.
What does studying include?
The course includes three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Employee Onboarding automation course?
- Generate actionable Employee Onboarding 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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ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
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.
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 can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you don’t see a particular training course contact us.
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.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To discover how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. The earlier you enroll, the more time you will have to study.