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Self-paced
Refine your for Salesforce agency expert roles with request a demo 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 Request a Demo Process optimization Course for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo process optimization course for Salesforce agency expert
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce users can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Request a Demo workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Request a Demo workflow developing within the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Request a Demo Process optimization Course for Salesforce Agency Expert to enable them to quickly learn how to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their work
Why was this program created?
The Request a Demo Process optimization Course for Salesforce Agency Expert is made to help you in obtaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most cutting-edge ways of boosting your business’s productivity.
What does studying include?
The course consists of three major stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.
Each lesson focuses on a different feature of airSlate. There are more in-depth certification courses available that can last up to four hours. Consider the amount of time you'll need to spend to homework completion.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
You can find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a specific tutorial contact us.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.