Self-paced

Generating Documents with Salesforce Data

Self-paced

Generating Documents with Salesforce Data

Get started adapting airSlate document generation to reduce workloads and enhance the most complex sales-based workflows in your Salesforce organization.

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About this course:

This course explains how to start your work with airSlate document generation to refine those document workflows that require the most time and hassle to complete, including contract management, price quoting, invoicing, reporting, and many others.

What does this course cover?

The course highlights the value of airSlate document generation by reducing mundane tasks and redundant actions that take place in many Salesforce organizations.

Why was this course made?

We created this course to help you simplify your daily routine in Salesforce by generating documents using dynamic tables, merged fields, and conditional logic.

Who can enroll?

Anyone can enroll in this course to start boosting their document workflows in Salesforce with airSlate document generation.

The materials for this course include:

  • learning resources to help you understand how airSlate document generation works and how to adapt it to your Salesforce organization.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to create and customize document workflows with dynamic data
How to prepopulate documents from Salesforce without manual data entry
How to automatically attach files from Salesforce records to your documents
How to keep documents safe by storing them in Salesforce records
Enroll
Duration 30 minutes
Certificate A sharable achievement is included
Subject Generating Documents with Salesforce Data
Level Advanced
Language English
Price FREE
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Enroll

Earn a verified certificate to demonstrate the skills you gain

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Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

certifications
Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
certifications
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner