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Self-paced
Upgrade your for Salesforce professional roles with sales invoice 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 Invoice 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 sales invoice automation course for Salesforce professional
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Sales Invoice workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Sales Invoice workflow building using the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Sales Invoice Automation Course for Salesforce Professional to enable them to rapidly discover ways to change regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this program made?
The Sales Invoice Automation Course for Salesforce Professional is made to help you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most state-of-the-art ways of improving your business’s productivity.
What does studying involve?
The course comprises three main steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Sales Invoice automation course?
- Generate actionable Sales Invoice 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'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.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a better idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
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.
You can take as many classes as you want, the answer is yes. But we suggest that you don't sign up for too many classes at once, since some of them need your full attention. Sign up now and keep a productive pace of learning every time.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.
You can find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a specific topic, please contact us.