to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Strengthen your for Salesforce consulting partner skills 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 Workflow processing 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 online quote workflow processing course for Salesforce consulting partner
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce users can improve their daily routine in real examples. After finishing 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 course cover?
The course covers all the steps of the Online Quote workflow developing using the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Online Quote Workflow processing Course for Salesforce Consulting Partner so that they can rapidly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program made?
The Online Quote Workflow processing Course for Salesforce Consulting Partner is created to help you in getting no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of improving your business’s efficiency.
What does studying involve?
The training consists of three major stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified professional 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.