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Self-paced
Strengthen your for Salesforce Admin 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 Workflow processing Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request workflow processing certification program for Salesforce Admin
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce professionals can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Payment Request workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Payment Request workflow developing within the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Payment Request Workflow processing Certification Program for Salesforce Admin so that they can rapidly learn how to change standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their work
Why was this program created?
The Payment Request Workflow processing Certification Program for Salesforce Admin is created to assist you in getting no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to discover the most advanced ways of improving your business’s productivity.
What does studying include?
The training includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a qualified expert 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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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 concept of how airSlate works, please 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.
Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. If you sign up early, you'll have more time to study.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
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. At any time, please feel free to reach out to us.
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.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.