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Self-paced
Sharpen your for Salesforce consultant roles with online quote 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 Online Quote Automation Course for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote automation course for Salesforce consultant
Our quick-start learning program provides the basics of business process automation and describes how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Online Quote 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 program?
We created our Online Quote Automation Course for Salesforce Consultant so that they can rapidly discover ways to change standard 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 tips on rationalizing their work
Why was this program made?
The Online Quote Automation Course for Salesforce Consultant is created to help you in obtaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most advanced ways of enhancing your business’s productivity.
What does studying involve?
The training consists of three major stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
In addition to the airSlate Academy, you can use other learning tools to help 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.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
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.
You will find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you can't find a certain topic you might be interested in, please contact 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.
Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. The earlier you enroll, the more time you will have to study.