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Self-paced
Upgrade your for Salesforce admin career path with add new contact 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 Add New Contact Process optimization Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About add new contact process optimization certification for Salesforce admin
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Add New Contact workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Add New Contact workflow building within the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Add New Contact Process optimization Certification for Salesforce Admin to enable them to quickly discover ways to change regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this program created?
The Add New Contact Process optimization Certification for Salesforce Admin is created to help you in gaining no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying involve?
The course comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Add New Contact automation course?
- Generate actionable Add New Contact 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.
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.
You'll find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a particular course contact us.
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.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. 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.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
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.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. 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.