Self-paced

Perfect your for Salesforce agency expert skills with birth plan 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 Birth Plan Workflow processing Certification Program for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Perfect your for Salesforce agency expert skills with birth plan automation course

About birth plan workflow processing certification program for Salesforce agency expert

Our quick-start studying program provides the fundamentals of business process automation and explains how Salesforce users can improve their daily routine in real examples. After completing the course, you will be able to automate and enhance your Birth Plan workflows in about 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the stages of the Birth Plan workflow developing using the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can sign up for the program?

We developed our Birth Plan Workflow processing Certification Program for Salesforce Agency Expert to enable them to quickly learn how to turn typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their work

Why was this course made?

The Birth Plan Workflow processing Certification Program for Salesforce Agency Expert is created to help you in obtaining no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.

What does studying include?

The course comprises three major steps:

  • Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
  • A comprehensive 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 Birth Plan automation course?

  • Generate actionable Birth Plan 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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Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.

The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.

You will 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 training contact us.

These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.

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.

You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.

With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.

No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.

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.