to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Strengthen your for Salesforce CRM analyst responsibilities with request a demo 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 Request a Demo Automation Certification Program for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo automation certification program for Salesforce CRM analyst
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce experts can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Request a Demo workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Request a Demo workflow developing within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Request a Demo Automation Certification Program for Salesforce CRM Analyst to enable them to quickly discover ways to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this course created?
The Request a Demo Automation Certification Program for Salesforce CRM Analyst is created to help you in gaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most cutting-edge ways of improving your business’s productivity.
What does studying include?
The course comprises three major levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a common idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
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. If you don’t see a specific course, please contact us.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. 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 collected, and more.
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.
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.
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.