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Self-paced
Sharpen your for Salesforce professional resume skills with payment request 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 Payment Request Automation Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation certification program for Salesforce professional
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Payment Request 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 Payment Request workflow developing within the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Payment Request Automation Certification Program for Salesforce Professional to enable them to rapidly discover ways to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their work
Why was this course made?
The Payment Request Automation Certification Program for Salesforce Professional is made to assist you in getting no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Payment Request automation course?
- Generate actionable Payment Request 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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Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
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 up a constant learning pace.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To learn how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.