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Self-paced
Strengthen your for business system analyst 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 Certification Program for Business System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation workflow processing certification program for business system analyst
Our quick-start training program offers the basics of business process automation and describes how Salesforce specialists can improve their everyday 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 course cover?
The course covers all the steps of the Sales Quotation workflow developing using the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Sales Quotation Workflow processing Certification Program for Business System Analyst so that they can rapidly discover ways to change regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this program made?
The Sales Quotation Workflow processing Certification Program for Business System Analyst is created to assist you in gaining no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.
What does studying include?
The training comprises three main steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a qualified professional 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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Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. With the help of airSlate Bots, you can automate the process of transferring data from one app or document to another, generate reminders and notifications, and more.
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.
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.
There is no limit to the number of classes you can take. Though certain classes require your whole concentration, we don't recommend taking too many at once. Sign up now to keep studying at a rapid pace.
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.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To find out how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
Get 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 certain training contact us.
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.