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Self-paced
Upgrade your for Salesforce administrator responsibilities 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 Workflow processing 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 quotation workflow processing certification program for Salesforce administrator
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce specialists can simplify their daily routine in real examples. After completing the course, you will be able to automate and improve your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Sales Quotation workflow developing using the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Sales Quotation Workflow processing Certification Program for Salesforce Administrator so that they can quickly discover ways to change standard business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this program created?
The Sales Quotation Workflow processing Certification Program for Salesforce Administrator is made to help you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying include?
The course comprises three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all stages to quickly become a certified specialist 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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Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a common understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
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.
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.
There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. The sooner you register, the more time you have to prepare.