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Self-paced
Perfect your for system administrator resume skills 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 Automation Certification Program for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation certification program for system administrator
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Sales Quotation workflow building using 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 Automation Certification Program for System Administrator so that they can rapidly learn how to change regular business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their processes
Why was this course made?
The Sales Quotation Automation Certification Program for System Administrator is developed to help you in gaining no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The course consists of three main stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified 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
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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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In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To find out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Yes, you can enroll in as many classes as you like. However, we recommend that you do not enroll in too many courses at once because some of them require your full attention. Sign up now to keep your learning pace productive at all times.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
Bots are pieces of software that have been programmed to do certain tasks based on rules and if/then statements. It's easy to sync data between apps and documents with airSlate Bots.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
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.