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Self-paced
Sharpen your for Salesforce consultant 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 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 describes how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Payment Request workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Payment Request workflow developing within the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for smooth 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 transform standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes
Why was this program created?
The Payment Request Automation Certification for Salesforce Consultant is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of enhancing your business’s efficiency.
What does studying include?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified expert 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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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.
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This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. 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.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
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You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.