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Self-paced
Strengthen your for Salesforce consultant career path with online quote 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 Online Quote Process optimization Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote process optimization certification program for Salesforce consultant
Our quick-start studying program provides the basics of business process automation and describes how Salesforce users can streamline their everyday routine in real examples. After completing the course, you will be able to automate and improve your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Online Quote workflow building within the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Online Quote Process optimization Certification Program for Salesforce Consultant so that they can quickly learn how to transform standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this course made?
The Online Quote Process optimization Certification Program for Salesforce Consultant is developed to help you in obtaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to discover the most advanced ways of improving your business’s productivity.
What does studying involve?
The course consists of three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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You'll find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a specific tutorial contact us.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
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.
You can take as many classes as you want, the answer is yes. But we suggest that you don't sign up for too many classes at once, since some of them need your full attention. Sign up now and keep a productive pace of learning every time.
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 get a common understanding of how airSlate works, please 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.
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.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.