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Self-paced
Sharpen your for Salesforce consultant knowledge 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 Automation Certification for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation certification for Salesforce consultant
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce users 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 developing using the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Payment Request Automation Certification for Salesforce Consultant to enable them to quickly learn how to change regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their processes
Why was this program created?
The Payment Request Automation Certification for Salesforce Consultant is developed to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s productivity.
What does studying involve?
The training comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified specialist 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
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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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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.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
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.
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. Whenever you need help, feel free to get in touch with us.
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.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a common understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
You'll find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a certain topic, please contact us.