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Self-paced
Strengthen your for Salesforce consulting partner responsibilities 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 Course for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About payment request automation course for Salesforce consulting partner
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Payment Request workflow developing using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Payment Request Automation Course for Salesforce Consulting Partner so that they can rapidly learn how to change regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program made?
The Payment Request Automation Course for Salesforce Consulting Partner is made to assist you in gaining no-code automation skills in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.
What does studying involve?
The training includes three main levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a certified specialist 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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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, send invoices and payment requests, and route data within your company's CRMs and apps.
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 to continue learning at a productive rate at all times.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
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.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
You can find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a particular course, please contact us.
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.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. 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 you collect, and more.