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Self-paced
Upgrade your for Salesforce professional skills with online quote 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 Online Quote Workflow processing Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About online quote workflow processing certification for Salesforce professional
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce users can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Online Quote workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Online Quote workflow building using the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Online Quote Workflow processing Certification for Salesforce Professional so that they can quickly discover ways to change typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this course created?
The Online Quote Workflow processing Certification for Salesforce Professional is created to help you in getting no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to explore the most cutting-edge ways of improving your business’s efficiency.
What does studying include?
The course consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed 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 certified professional in automating Salesforce processes.
What will you learn in the Online Quote automation course?
- Generate actionable Online Quote 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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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.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
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.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
All of your classes are permitted. If you decide to sign up for too many courses at once, we suggest you to do so cautiously. Sign up now to keep up a constant learning pace.
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.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a common idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.