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Self-paced
Optimize your for Salesforce consultant expertise with service request details 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 Service Request Details Process optimization Certification for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About service request details process optimization certification for Salesforce consultant
Our quick-start training program provides the basics of business process automation and explains how Salesforce users can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Service Request Details workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Service Request Details workflow building using the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Service Request Details Process optimization Certification for Salesforce Consultant so that they can rapidly discover ways to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their processes
Why was this program made?
The Service Request Details Process optimization Certification for Salesforce Consultant is developed to assist you in obtaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Service Request Details automation course?
- Generate actionable Service Request Details 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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Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you can't find a specific course you are interested in, please contact us.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.