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Self-paced
Improve your for Salesforce agency expert roles with item purchase request 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 Item Purchase Request Process optimization Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About item purchase request process optimization certification for Salesforce agency expert
Our quick-start training program provides the basics of business process automation and clarifies how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Item Purchase Request workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Item Purchase Request workflow developing within the airSlate platform, form generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Item Purchase Request Process optimization Certification for Salesforce Agency Expert to enable them to quickly learn how to turn standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their work
Why was this program created?
The Item Purchase Request Process optimization Certification for Salesforce Agency Expert is made to assist you in getting no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying include?
The course comprises three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Item Purchase Request automation course?
- Generate actionable Item Purchase Request 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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There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
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.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
Find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you can't find a particular course, please contact us.