Self-paced

Perfect your for Salesforce implementation partner knowledge with add new contact 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 Add New Contact Process optimization Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Perfect your for Salesforce implementation partner knowledge with add new contact automation course

About add new contact process optimization certification program for Salesforce implementation partner

Our quick-start learning program offers the basics of business process automation and explains how Salesforce experts can enhance their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Add New Contact workflows in about 10 minutes without writing a single line of code.

What does this program cover?

The program covers all the steps of the Add New Contact workflow developing using the airSlate platform, document generation and auto-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 Add New Contact Process optimization Certification Program for Salesforce Implementation Partner to enable them to rapidly discover ways to change standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes

Why was this program made?

The Add New Contact Process optimization Certification Program for Salesforce Implementation Partner is made to assist you in gaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of improving your business’s efficiency.

What does studying include?

The training comprises three major steps:

  • Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
  • A precise explanation of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and improve automation expertise.

Go through all steps to quickly become a qualified specialist 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

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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Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a common concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one 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.

We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.

For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.

Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.

Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.

You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.

Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.

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.