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Refine your for Salesforce agency expert roles with order delivery and tracking 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 Order Delivery and Tracking Automation Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About order delivery and tracking automation certification for Salesforce agency expert
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce professionals can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Order Delivery and Tracking workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Order Delivery and Tracking workflow developing within the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Order Delivery and Tracking Automation Certification for Salesforce Agency Expert to enable them to quickly learn how to transform regular business procedures into highly-effective 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 program created?
The Order Delivery and Tracking Automation Certification for Salesforce Agency Expert is developed to assist you in gaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The course includes three main stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Order Delivery and Tracking automation course?
- Generate actionable Order Delivery and Tracking 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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RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
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.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
You're free to enroll in as many classes as you like! We caution you, however, against enrolling in too many classes at once, as some of them require your complete attention. Sign up now to keep studying at a rapid pace.
You will find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a certain training, please contact us.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.