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Self-paced
Sharpen your for Salesforce Admin technical skill's with purchase order 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 Purchase Order Process optimization Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order process optimization certification program for Salesforce Admin
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce specialists can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Purchase Order workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Purchase Order workflow building 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 course?
We developed our Purchase Order Process optimization Certification Program for Salesforce Admin to enable them to quickly discover ways to change typical business procedures into highly-efficient 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 processes
Why was this course created?
The Purchase Order Process optimization Certification Program for Salesforce Admin is made to help you in gaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The training includes three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Purchase Order automation course?
- Generate actionable Purchase Order 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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Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.
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 understand how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. In addition to moving data across documents and apps, airSlate Bots allow you to set up reminders and automated notifications, set up and update entries in your CRM, and more.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.