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Self-paced
Sharpen your for Salesforce CRM analyst roles 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 Process optimization Certification for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation process optimization certification for Salesforce CRM analyst
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce professionals can streamline their daily routine in real examples. After finishing the course, you will be able to automate and boost your Sales Quotation workflows in approximately 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 building using the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Sales Quotation Process optimization Certification for Salesforce CRM Analyst to enable them to quickly learn how to turn regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their processes
Why was this course made?
The Sales Quotation Process optimization Certification for Salesforce CRM Analyst is created to help you in gaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to explore the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The training consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified specialist 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
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Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
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.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
Please feel free to enroll in any number of courses. If you decide to sign up for too many courses at once, we recommend that you do it cautiously. Sign up now to keep learning at a good rate at all times.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
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.
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.