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Self-paced
Perfect your for Salesforce CRM analyst expertise with contract management 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 Contract Management Automation Course for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About contract management automation course for Salesforce CRM analyst
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and improve your Contract Management workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Contract Management workflow building using the airSlate platform, form generation 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 Contract Management Automation Course 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 daily routine will also find a lot of recommendations on rationalizing their processes
Why was this program created?
The Contract Management Automation Course for Salesforce CRM Analyst is developed to help you in getting no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.
What does studying involve?
The course comprises three main stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Contract Management automation course?
- Generate actionable Contract Management 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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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.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
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.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the matter of how much time you'll need to devote to finishing the homework.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
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.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
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.