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Refine your for Salesforce implementation partner career path with checklist evaluation 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 Checklist evaluation Process optimization Certification for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About checklist evaluation process optimization certification for Salesforce implementation partner
Our quick-start studying program provides the basics of business process automation and describes how Salesforce users can improve their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Checklist evaluation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Checklist evaluation workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Checklist evaluation Process optimization Certification for Salesforce Implementation Partner so that they can rapidly learn how to transform regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this course made?
The Checklist evaluation Process optimization Certification for Salesforce Implementation Partner is created to assist you in getting no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s efficiency.
What does studying involve?
The course comprises three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Checklist evaluation automation course?
- Generate actionable Checklist evaluation 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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It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
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.
You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular course you are interested in, please contact us.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
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. Whenever you need help, feel free to get in touch with us.
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.
A new airSlate feature is covered in each class. Longer, more in-depth certification programs are also offered. Consider the amount of time you'll need to spend to homework completion as well.
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.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a common idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.