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Refine your for Salesforce consultant career path with payment request 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 Payment Request Automation Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation certification program for Salesforce consultant
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce professionals can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve your Payment Request 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 Payment Request workflow building using the airSlate platform, form generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Payment Request Automation Certification Program for Salesforce Consultant so that they can rapidly learn how to turn regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their work
Why was this course made?
The Payment Request Automation Certification Program for Salesforce Consultant is made to help you in getting no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying include?
The course comprises three major steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
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.
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.
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.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
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.
You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
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.