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Self-paced
Sharpen your for Salesforce consulting partner skills with request a demo 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 Request a Demo Workflow processing Certification for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo workflow processing certification for Salesforce consulting partner
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce professionals can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Request a Demo workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Request a Demo workflow building within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Request a Demo Workflow processing Certification for Salesforce Consulting Partner so that they can quickly discover ways to transform regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their processes
Why was this course created?
The Request a Demo Workflow processing Certification for Salesforce Consulting Partner is created to assist you in obtaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to explore the most advanced ways of improving your business’s productivity.
What does studying include?
The training comprises three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Make the most of your time by signing up today.
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.
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.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
Bots are pieces of software that are pre-programmed to carry out specified activities according to pre-established rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To understand how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.