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Self-paced
Strengthen your for Salesforce consultant career path with sales quotation 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 Sales Quotation 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 sales quotation process optimization certification program for Salesforce consultant
Our quick-start learning program offers the basics of business process automation and explains how Salesforce specialists can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Sales Quotation workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Sales Quotation workflow building using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our Sales Quotation Process optimization Certification Program for Salesforce Consultant so that they can quickly discover ways to transform typical business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work
Why was this program created?
The Sales Quotation Process optimization Certification Program for Salesforce Consultant is created to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.
What does studying involve?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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 can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now and keep learning at a productive rate every time.
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.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To learn how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
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.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
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.
You'll find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a specific topic contact us.
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All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.