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Self-paced
Strengthen your for Salesforce professional roles with sales quotation 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 Sales Quotation Automation Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation certification program for Salesforce professional
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce professionals can enhance their daily routine in real examples. After completing the course, you will be able to automate and enhance your Sales Quotation workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Sales Quotation workflow developing using the airSlate platform, form creation 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 created our Sales Quotation Automation Certification Program for Salesforce Professional so that they can quickly learn how to turn typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their work
Why was this course created?
The Sales Quotation Automation Certification Program for Salesforce Professional is made to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s efficiency.
What does studying involve?
The training comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Sales Quotation automation course?
- Generate actionable Sales Quotation 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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Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a general understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Yes, you can enroll in as many courses as you want. However, we recommend you to not enroll in too many courses simultaneously since some of them require your ultimate attention. The sooner you sign up, the more time you have to study.
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.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
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. If you don’t see a specific course contact us.