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Self-paced
Sharpen your for Salesforce agency expert knowledge with sales quotation 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 Sales Quotation Workflow processing Course for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation workflow processing course for Salesforce agency expert
Our quick-start learning program provides the basics of business process automation and explains how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Sales Quotation workflow developing within the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Sales Quotation Workflow processing Course for Salesforce Agency Expert to enable them to rapidly learn how to change regular business operations into highly-effective 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 course made?
The Sales Quotation Workflow processing Course for Salesforce Agency Expert is created to help you in getting no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The training includes three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all levels to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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Yes, you can enroll in as many classes as you like. However, we recommend that you do not enroll in too many courses at once because some of them require your full attention. Sign up now to keep up a constant learning pace.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
You will find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you can't find a specific course you are interested in, please contact us.
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 get a better concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist 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.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
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.