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Self-paced
Upgrade your for Salesforce admin 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 Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote workflow processing certification for Salesforce admin
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce experts can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Online Quote workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Online Quote workflow building within the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Online Quote Workflow processing Certification for Salesforce Admin to enable them to quickly learn how to transform typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work
Why was this course created?
The Online Quote Workflow processing Certification for Salesforce Admin is created to assist you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most cutting-edge ways of improving your business’s productivity.
What does studying include?
The course includes three main stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified expert 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
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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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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.
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.
You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now and keep learning at a productive rate every time.
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.
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.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
You can find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a specific topic contact us.
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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.