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Self-paced
Strengthen your for Salesforce consulting partner resume skills 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 Certification 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 certification for Salesforce consulting partner
Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce users can enhance their daily routine in real examples. After completing the course, you will be able to automate and improve your Payment Request 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 Payment Request workflow developing within the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Payment Request Automation Certification for Salesforce Consulting Partner to enable them to quickly discover ways to transform standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this course created?
The Payment Request Automation Certification for Salesforce Consulting Partner is developed to assist you in obtaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s efficiency.
What does studying involve?
The training comprises three major steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a certified professional 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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You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
You'll find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a specific training, please 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.
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 understand how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.
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.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.