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Self-paced
Sharpen your for Salesforce professional responsibilities 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 Professional, 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 professional
Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce professionals can improve their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Sales Quotation workflow building within the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Sales Quotation Process optimization 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 daily routine will also find a lot of tips on rationalizing their work
Why was this program made?
The Sales Quotation Process optimization Certification for Salesforce Professional is developed to assist you in gaining no-code automation skills in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of enhancing your business’s productivity.
What does studying involve?
The course includes three main stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified expert 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
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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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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a general understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. There's also the matter of how much time you'll need to devote to finishing the homework.
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.
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.