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Self-paced
Upgrade your for Salesforce professional resume skills with request a demo 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 Request a Demo Automation Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo automation course for Salesforce professional
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Request a Demo 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 Request a Demo workflow building within the airSlate platform, form generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Request a Demo Automation Course for Salesforce Professional to enable them to quickly learn how to transform standard 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 processes
Why was this program made?
The Request a Demo Automation Course for Salesforce Professional is developed to assist you in gaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of boosting your business’s productivity.
What does studying involve?
The course comprises three major steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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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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.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. The sooner you register, the more time you have to prepare.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
You'll find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a particular topic contact us.
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.