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Self-paced
Sharpen your for system administrator technical skill's 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 Workflow processing Course for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation workflow processing course for system administrator
Our quick-start studying program offers the fundamentals of business process automation and explains how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Sales Quotation workflow developing using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Sales Quotation Workflow processing Course for System Administrator to enable them to rapidly discover ways to turn 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 get a lot of recommendations on rationalizing their work
Why was this program created?
The Sales Quotation Workflow processing Course for System Administrator is developed to help you in obtaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most advanced ways of enhancing your business’s efficiency.
What does studying include?
The training includes three major levels:
- 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 installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels 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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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 learn how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain 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.
You'll find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a particular topic, please contact us.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the matter of how much time you'll need to devote to finishing the homework.