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Self-paced
Perfect your for Salesforce professional expertise with employee exit checklist 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 Employee Exit Checklist Automation Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About employee exit checklist automation certification for Salesforce professional
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce experts can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Employee Exit Checklist workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Employee Exit Checklist workflow building using the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Employee Exit Checklist Automation Certification for Salesforce Professional to enable them to rapidly learn how to transform regular 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 many tips on rationalizing their processes
Why was this course made?
The Employee Exit Checklist Automation Certification for Salesforce Professional is created to assist you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of improving your business’s efficiency.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Employee Exit Checklist automation course?
- Generate actionable Employee Exit Checklist 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
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In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. Consider the amount of time you'll need to spend to homework completion as well.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
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.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
You can find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a specific tutorial you might be interested in, please contact us.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
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.
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.
There are a number of different types of bots, each of which has its own unique set of rules and logic. 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.