Self-paced

Perfect your for Salesforce professional responsibilities with sales quotation 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 Sales Quotation Workflow processing Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Perfect your for Salesforce professional responsibilities with sales quotation automation course

About sales quotation workflow processing certification program for Salesforce professional

Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce specialists can improve their daily routine in real examples. After completing the course, you will be able to automate and boost your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.

What does this course cover?

The program covers all the stages of the Sales Quotation workflow developing within the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can sign up for the course?

We created our Sales Quotation Workflow processing Certification Program for Salesforce Professional to enable them to quickly learn how to turn 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 recommendations on rationalizing their work

Why was this course created?

The Sales Quotation Workflow processing Certification Program for Salesforce Professional is developed to help you in obtaining no-code automation expertise in minimum time and free of charge. Register in the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s efficiency.

What does studying include?

The course comprises three major levels:

  • Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
  • A complete explanation of the workflow creation and the Bot setup process;
  • Practical tasks to consolidate knowledge and boost automation skills.

Go through all steps to quickly become a qualified expert 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

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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By 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, bill and ask for payments, and route data within your company's CRMs and apps.

These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

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 can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a common understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.

It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.

You can sign up for as many classes as you like. But we don't think you should take too many classes at once, since some of them need your full attention. Sign up now to keep studying at a rapid pace.

Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.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.

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.