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Self-paced
Sharpen your for Salesforce professional responsibilities with patient intake 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 Patient Intake Automation Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About patient intake automation certification for Salesforce professional
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce users can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve your Patient Intake workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Patient Intake workflow developing using the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Patient Intake Automation Certification for Salesforce Professional so that they can rapidly discover ways to change typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this course made?
The Patient Intake Automation Certification for Salesforce Professional is developed to help you in getting no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to explore the most cutting-edge ways of increasing your business’s efficiency.
What does studying involve?
The course includes three main levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Patient Intake automation course?
- Generate actionable Patient Intake 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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With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a common understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
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.
You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. There is also the question of how much time you will need to do the work.
You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular training course contact us.