Self-paced

Develop your for Salesforce implementation partner skills with purchase order automation course

4
Star Rating
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 Purchase Order Workflow processing Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Develop your for Salesforce implementation partner skills with purchase order automation course

About purchase order workflow processing certification program for Salesforce implementation partner

Our quick-start studying program provides the basics of business process automation and describes how Salesforce specialists can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Purchase Order workflows within 10 minutes without writing a single line of code.

What does this course cover?

The course covers all the stages of the Purchase Order workflow building within the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can enroll in the course?

We created our Purchase Order Workflow processing Certification Program for Salesforce Implementation Partner to enable them to rapidly learn how to turn typical business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes

Why was this program created?

The Purchase Order Workflow processing Certification Program for Salesforce Implementation Partner is created to assist you in obtaining no-code automation skills in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of boosting your business’s productivity.

What does studying include?

The training consists of three major steps:

  • Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
  • A comprehensive explanation of the workflow building and the Bot installation process;
  • Practical activities to consolidate knowledge and level up automation expertise.

Go through all steps to quickly become a certified specialist in automating Salesforce processes.

What will you learn in the Purchase Order automation course?

  • Generate actionable Purchase Order 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.

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.

Get 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 certain tutorial you might be interested in, please contact us.

Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.

Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.

For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.

You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.

Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. The sooner you register, the more time you have to prepare.