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Self-paced
Strengthen your for Salesforce consultant resume skills 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 Automation 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 purchase order automation certification program for Salesforce consultant
Our quick-start studying program provides the fundamentals of business process automation and clarifies how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and improve your Purchase Order workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Purchase Order workflow building using the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Purchase Order Automation Certification Program for Salesforce Consultant to enable them to quickly discover ways to transform regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes
Why was this program made?
The Purchase Order Automation Certification Program for Salesforce Consultant is made to assist you in obtaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most cutting-edge ways of increasing your business’s productivity.
What does studying involve?
The course includes three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified expert 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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Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a better understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You will find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a specific training you might be interested in, please contact us.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the question of how much time you'll need to dedicate to completing the homework.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
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.
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.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
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.