Self-paced

Refine your for Salesforce agency expert skills with visitor pass 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 Visitor Pass Workflow processing Course for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Refine your for Salesforce agency expert skills with visitor pass automation course

About visitor pass workflow processing course for Salesforce agency expert

Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce experts can improve their daily routine in real examples. After completing the course, you will be able to automate and boost your Visitor Pass workflows within 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the steps of the Visitor Pass workflow developing using the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can enroll in the course?

We created our Visitor Pass Workflow processing Course 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 daily routine will also find a lot of recommendations on rationalizing their work

Why was this program made?

The Visitor Pass Workflow processing Course for Salesforce Agency Expert is developed to help you in getting no-code automation skills in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.

What does studying include?

The course includes three main steps:

  • Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
  • A precise description of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and level up automation expertise.

Go through all levels to quickly become a qualified expert in automating Salesforce processes.

What will you learn in the Visitor Pass automation course?

  • Generate actionable Visitor Pass 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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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.

Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.

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.

We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.

No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.

All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.

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.

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.

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.