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Self-paced
Perfect your for Salesforce professional expertise 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 Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation process optimization course for Salesforce professional
Our quick-start studying program offers the fundamentals of business process automation and explains how Salesforce users can simplify their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Sales Quotation workflows in about 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 developing within the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Sales Quotation Process optimization Course for Salesforce Professional to enable them to rapidly learn how to turn typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work
Why was this course made?
The Sales Quotation Process optimization Course for Salesforce Professional is developed to assist you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course includes three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels 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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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.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
There are no restrictions on the amount of classes you can take. Because some courses require your undivided attention, we recommend that you avoid enrolling in too many courses at once. If you sign up early, you'll have more time to study.
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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
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.
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 at any moment if you require assistance.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.