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Self-paced
Refine your for Salesforce professional expertise with contract management 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 Contract Management Process optimization Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About contract management process optimization course for Salesforce professional
Our quick-start studying program provides the fundamentals of business process automation and clarifies how Salesforce users can streamline their everyday routine in real examples. After completing the course, you will be able to automate and boost your Contract Management workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Contract Management 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 created our Contract Management Process optimization Course for Salesforce Professional to enable them to rapidly discover ways to transform standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this course created?
The Contract Management Process optimization Course for Salesforce Professional is developed to assist you in obtaining no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying include?
The course includes three main levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Contract Management automation course?
- Generate actionable Contract Management 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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Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
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.
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 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.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To figure out how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
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.
Each airSlate course focuses on a different aspect of the software's operation. As long as it takes between 30 and 60 minutes, they're fine. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. It's easy to sync data between apps and documents with airSlate Bots.