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Self-paced
Perfect your for Salesforce CRM analyst career path 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 Process optimization Certification for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation process optimization certification for Salesforce CRM analyst
Our quick-start training program offers the basics of business process automation and explains how Salesforce experts can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Sales Quotation workflow building within the airSlate platform, form generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Sales Quotation Process optimization Certification for Salesforce CRM Analyst to enable them to quickly learn how to transform regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their work
Why was this program made?
The Sales Quotation Process optimization Certification for Salesforce CRM Analyst is made to help you in obtaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The course comprises three major levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve 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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Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
You will find the complete list of our 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 course you are interested in, please contact us.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
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.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There is also the question of how much time you will need to do the work.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.