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Self-paced
Strengthen your for Salesforce agency expert knowledge 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 Process optimization Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About purchase order process optimization certification for Salesforce agency expert
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce specialists can enhance their daily 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 developing within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Purchase Order Process optimization Certification for Salesforce Agency Expert so that they can quickly learn how to turn standard business procedures 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 Process optimization Certification for Salesforce Agency Expert is developed to assist you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of boosting your business’s productivity.
What does studying include?
The training includes three major levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified professional 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
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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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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.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
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.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
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.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
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.