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Self-paced
Upgrade your for Salesforce consulting partner technical skill's with business card request 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 Business Card Request Process optimization Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About business card request process optimization certification program for Salesforce consulting partner
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce specialists can streamline their everyday routine in real examples. After completing the course, you will be able to automate and boost your Business Card Request workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Business Card Request workflow developing using the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Business Card Request Process optimization Certification Program for Salesforce Consulting Partner to enable them to quickly discover ways to turn typical business procedures into highly-efficient 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 program created?
The Business Card Request Process optimization Certification Program for Salesforce Consulting Partner is created to help 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 improving your business’s productivity.
What does studying involve?
The course includes three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Business Card Request automation course?
- Generate actionable Business Card Request 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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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.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
Automated systems, or "bots," are computer programs that are programmed to carry out specified tasks based on predetermined 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.
Each lesson focuses on a different feature of airSlate. A thirty-minute to an hour wait is not uncommon. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
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.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
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.