Generating Documents with Salesforce Data
About this course
This course highlights the value document generation tools add to your Salesforce organization and explains how to reduce mundane tasks, redundant actions, and daily routine. You'll learn how to refine your Salesforce workflows that are a hassle to complete and consume the most working hours, including contract management, price quoting, invoicing, reporting, and many others.
By the end of this course, you'll be able to accelerate your sales cycles and run automated document workflows with dynamic tables, merged fields, and conditional logic without switching between Salesforce and the other systems you use.
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What will you learn?
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Make the most out of your Salesforce solution
If you use this platform in your business, you know how many opportunities for client service it offers. This cloud storage CRM is a powerful platform for productive customer management and boosted sales. However, operating this system still requires a lot of concentration and time that usually goes to repetitive maintenance tasks, such as data transfer and document creation. airSlate tools can help you set up seamless CRM automation, and this course will guide you through it step-by-step.
Enhance your Salesforce efficiency
With airSlate automation tools at hand, you can save time and energy for tasks requiring more intellectual involvement. In contrast, repetitive data transfer tasks go by themselves. Throughout this course, you will learn the type of document management Salesforce and airSlate automation provide together to improve your overall workflow. With the help of airSlate Bots, you will be able to automate the following processes:
- Create Salesforce Records;
- Invoke Salesforce process on documents completion;
- Export to Salesforce;
- Pre-fill from Salesforce Records;
- Update Salesforce Records;
- Pre-fill from Salesforce Records with SOQL;
- Notify Salesforce contacts on documents opening;
- Notify Salesforce contacts on documents completion;
- Update Salesforce Records via SOQL;
- Invoke Salesforce process on documents opening;
- Pre-fill Salesforce Record attachments;
- Invoke Salesforce Process on Documents Completion.
Generate Salesforce documents hands-free
This course will show you how easy generating documents in Salesforce is with smart automation. You will see and practice how to set up all necessary Bots and integration to create documents automatically filled with information from your CRM. The course explains basic principles of data Salesforce automation and advanced configurations for the Bot that allow triggers for other Bots to act, adding Steps in your process. Knowing the capacities of Salesforce automation, you can open more opportunities for your organization.
Implement your knowledge right away
This Salesforce course is all about practice. You can set up your functional automation while you complete the training. All the materials here are skill-oriented and intelligible. The course allows you to replicate all actions on your screen in your airSlate Workspace, whether it is a part of the implemented workflow or just a sandbox for learning. Then you can check your knowledge by taking interactive quizzes and getting a course completion certificate. Last but not least, no prior training is needed to complete this course successfully.
Questions & answers
What is Salesforce data?
This CRM solution collects information about your clients, orders, and transactions in your CRM storage. You usually collect this information from orders, tickets, and inquiries to reach potential customers. From data Salesforce stores, businesses create files for further customer management. This course helps automate the generation of Salesforce documents and reach new heights of business efficiency.
What is a document in Salesforce?
This platform keeps all information on your clients in Records. This solution is excellent for data storage and systematization, as Records keep everything organized and easily accessible. However, if you need to create a document based on data from the CRM, you need to extract it manually and put it in a template. Throughout this course, you will learn how to automate this process with airSlate Bots.
How do I create a document in Salesforce?
With the help of smart airSlate automation, the process of generating documents in Salesforce can literally run by itself. Learn all basic and advanced Bot configurations that can reduce the time you need for manual document generation through our short 30-minute interactive course.
Can Salesforce generate documents?
The CRM cannot generate documents by itself. Integrating it with airSlate allows you to easily adjust document management Salesforce automation and make it even more efficient. The data from your CRM cloud will populate fields in your airSlate templates, and configuring this automation takes no more than 15 minutes.
What is a document management system in Salesforce?
airSlate provides a document management system solution that you can integrate with the CRM to upgrade your workflows. airSlate Salesforce automation allows generating documents with CRM data hands-free. Just pick the right no-code Bot for your specific task, adjust its settings, and stop spending so much time on repetitive file generation tasks.
Is Salesforce difficult to learn?
This Salesforce course is accessible to anyone, regardless of their previous experience or training. All materials are presented in concise, interactive blocks with brief theory-clear instructions upon which to practice. By the end of this course, you will be able to automate your salesforce document generation immediately.
