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Self-paced
Sharpen your for Salesforce admin resume skills 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 Process optimization Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request process optimization course for Salesforce admin
Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Payment Request 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 Payment Request workflow building using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Payment Request Process optimization Course for Salesforce Admin so that they can quickly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their work
Why was this program created?
The Payment Request Process optimization Course for Salesforce Admin is created to assist you in obtaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying include?
The training consists of three main stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a certified professional 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
Start learning today
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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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Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
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.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. Join now and learn at your own pace every time.
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.
You'll find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you don’t see a specific topic, please contact us.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.