to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Strengthen your for Salesforce admin career path with purchase order 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 Purchase Order Automation Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order automation course for Salesforce admin
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce professionals can streamline their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Purchase Order workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Purchase Order workflow building using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Purchase Order Automation Course for Salesforce Admin so that they can quickly learn how to turn typical business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Purchase Order Automation Course for Salesforce Admin is made to assist you in obtaining no-code automation skills in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of increasing your business’s productivity.
What does studying include?
The course consists of three major levels:
- Theoretical part with the essential concepts of BPA and the terminology 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 qualified specialist in automating Salesforce processes.
What will you learn in the Purchase Order automation course?
- Generate actionable Purchase Order 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Sign up now to maintain a productive learning pace at all times.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
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 get a better idea of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You will find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a particular topic contact us.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
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.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.