Self-paced

Perfect your for Salesforce administrator knowledge with online quote automation course

4
Star Rating
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 Online Quote Process optimization Certification for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Perfect your for Salesforce administrator knowledge with online quote automation course

About online quote process optimization certification for Salesforce administrator

Our quick-start training program offers the fundamentals of business process automation and describes how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve your Online Quote workflows in about 10 minutes without writing a single line of code.

What does this course cover?

The course covers all the stages of the Online Quote workflow developing within the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can apply for the course?

We developed our Online Quote Process optimization Certification for Salesforce Administrator so that they can rapidly learn how to change typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work

Why was this program created?

The Online Quote Process optimization Certification for Salesforce Administrator is created to assist you in obtaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most advanced ways of enhancing your business’s productivity.

What does studying include?

The course includes three major steps:

  • Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
  • A precise explanation of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and boost automation skills.

Go through all levels to quickly become a qualified expert in automating Salesforce processes.

What will you learn in the Online Quote automation course?

  • Generate actionable Online Quote 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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 programmed to perform specific tasks based on pre-set rules and conditional logic. 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.

Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Sign up now and keep a productive pace of learning every time.

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.

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.

RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.

Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.

With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.

Get the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a specific training, please contact us.

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.

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 get a common understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.