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Self-paced
Refine your for Salesforce professional knowledge with visitor pass 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 Visitor Pass Process optimization Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About visitor pass process optimization certification for Salesforce professional
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Visitor Pass workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Visitor Pass workflow developing within the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Visitor Pass Process optimization Certification for Salesforce Professional to enable them to quickly learn how to transform standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their work
Why was this program made?
The Visitor Pass Process optimization Certification for Salesforce Professional is made to assist you in getting no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most cutting-edge ways of boosting your business’s productivity.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
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
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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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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.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a general concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You will find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a certain topic, please contact us.
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.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.