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Self-paced
Perfect your for Salesforce Administrator skills with add new contact 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 Add New Contact Workflow processing Certification Program for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About add new contact workflow processing certification program for Salesforce Administrator
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce specialists can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Add New Contact workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Add New Contact workflow building using the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Add New Contact Workflow processing Certification Program for Salesforce Administrator so that they can quickly learn how to change typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work
Why was this program created?
The Add New Contact Workflow processing Certification Program for Salesforce Administrator is developed to assist you in getting no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying involve?
The course includes three main steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Add New Contact automation course?
- Generate actionable Add New Contact 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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The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
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.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
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.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
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.