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Self-paced
Perfect your for Salesforce professional career path with payment request 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 Payment Request Workflow processing Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request workflow processing course for Salesforce professional
Our quick-start studying program provides the basics of business process automation and explains how Salesforce specialists can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Payment Request workflow building using the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Payment Request Workflow processing Course for Salesforce Professional so that they can quickly learn how to transform regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many tips on rationalizing their processes
Why was this course created?
The Payment Request Workflow processing Course for Salesforce Professional is made to help you in obtaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of improving your business’s efficiency.
What does studying involve?
The course comprises three main steps:
- Theoretical part with the essential concepts of BPA and the terms 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 professional in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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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.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
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.
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. If you need help, please contact us anytime.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Courses that lead to certification are more in-depth and can take up to four hours. It's also important to consider how much time you have available.
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.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.