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Self-paced
Strengthen your for Salesforce professional 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 Professional, 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 professional
Our quick-start studying program offers the basics of business process automation and describes how Salesforce specialists can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Payment Request workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Payment Request workflow developing using the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Payment Request Automation Course for Salesforce Professional to enable them to rapidly learn how to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work
Why was this course created?
The Payment Request Automation Course for Salesforce Professional is developed to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to discover the most advanced ways of enhancing your business’s productivity.
What does studying include?
The course consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified expert 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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Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. 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.
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.
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.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
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.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
You will find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a particular training contact us.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.