to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Upgrade your for Salesforce administrator responsibilities with sales invoice 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 Invoice Process optimization Certification Program for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales invoice process optimization certification program for Salesforce administrator
Our quick-start studying program offers the basics of business process automation and describes how Salesforce experts can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Sales Invoice workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Sales Invoice workflow developing using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Sales Invoice Process optimization Certification Program for Salesforce Administrator so that they can quickly learn how to change regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this course created?
The Sales Invoice Process optimization Certification Program for Salesforce Administrator is developed to help you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.
What does studying involve?
The course includes three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot setup process;
- Practical tasks 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 Sales Invoice automation course?
- Generate actionable Sales Invoice 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
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.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
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.
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 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.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
In each class, a different aspect of airSlate's operation is discussed. Between 30 and 60 minutes are possible. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.