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Self-paced
Perfect your for Salesforce consultant knowledge with sales quotation 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 Sales Quotation Automation Certification for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation certification for Salesforce consultant
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Sales Quotation workflow developing 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 developed our Sales Quotation Automation Certification for Salesforce Consultant so that they can rapidly learn how to change typical business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their processes
Why was this course created?
The Sales Quotation Automation Certification for Salesforce Consultant is created to assist you in gaining no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to discover the most cutting-edge ways of increasing your business’s efficiency.
What does studying involve?
The course comprises three major levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
You will find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you can't find a particular training you might be interested in, please contact us.
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 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.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Make the most of your time by signing up today.
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.
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.