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Self-paced
Strengthen your for Salesforce administrator technical skill's 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 Administrator, 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 administrator
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce experts can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Payment Request workflow building within the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Payment Request Automation Certification Program for Salesforce Administrator so that they can rapidly learn how to change regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this program made?
The Payment Request Automation Certification Program for Salesforce Administrator is created to help you in gaining no-code automation skills in minimum time and free of charge. Enroll in the airSlate Academy to explore the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The course comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a certified professional 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 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 find out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
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.
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.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.