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Self-paced
Sharpen your for Salesforce administrator skills 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 Automation Certification Program for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order automation certification program for Salesforce administrator
Our quick-start studying program offers the basics of business process automation and describes how Salesforce professionals can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Purchase Order workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Purchase Order workflow building within the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Purchase Order Automation Certification Program for Salesforce Administrator to enable them to quickly learn how to transform regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this program created?
The Purchase Order Automation Certification Program for Salesforce Administrator is made to assist you in gaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The training includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified specialist 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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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.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
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.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the question of how much time you'll need to dedicate to completing the homework.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a particular tutorial, please contact us.