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Self-paced
Upgrade your for Salesforce consultant expertise 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 Course for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About sales quotation automation course for Salesforce consultant
Our quick-start training program offers the fundamentals of business process automation and describes how Salesforce professionals can improve their everyday routine in real examples. After completing the course, you will be able to automate and boost your Sales Quotation workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Sales Quotation workflow building using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Sales Quotation Automation Course for Salesforce Consultant so that they can rapidly learn how to change typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this course made?
The Sales Quotation Automation Course for Salesforce Consultant is made to assist you in gaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s efficiency.
What does studying involve?
The course includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps 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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Yes, you can enroll in as many classes as you like. However, we recommend that you do not enroll in too many courses at once because some of them require your full attention. Sign up now to keep up a constant learning pace.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
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.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a common concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
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.
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, send invoices and payment requests, and route data within your company's CRMs and apps.
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. At any time, please feel free to reach out to us.