Self-paced

Upgrade your for Salesforce consultant roles with contract management automation course

4
Star Rating
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 Contract Management Automation Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Upgrade your for Salesforce consultant roles with contract management automation course

About contract management automation certification program for Salesforce consultant

Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce users can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Contract Management workflows in about 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the steps of the Contract Management workflow developing using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can enroll in the program?

We developed our Contract Management Automation Certification Program for Salesforce Consultant to enable them to quickly learn how to turn typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their work

Why was this course made?

The Contract Management Automation Certification Program for Salesforce Consultant is created to assist you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.

What does studying involve?

The course comprises three major steps:

  • Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
  • A detailed explanation of the workflow creation and the Bot setup process;
  • Practical tasks to consolidate knowledge and improve automation expertise.

Go through all steps to quickly become a qualified specialist in automating Salesforce processes.

What will you learn in the Contract Management automation course?

  • Generate actionable Contract Management 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.

Each course focuses on a different part of how airSlate works. They could take 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.

It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.

RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.

There are a number of different types of bots, each of which has its own unique set of rules and logic. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots

Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a general understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.

Find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a specific tutorial you might be interested in, please contact us.