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Self-paced
Advance your for CRM system analyst career path with know your customer survey 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 Know your Customer Survey Automation Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey automation certification program for CRM system analyst
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce users can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Know your Customer Survey workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Know your Customer Survey workflow developing within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Know your Customer Survey Automation Certification Program for CRM System Analyst to enable them to quickly discover ways to change typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this program made?
The Know your Customer Survey Automation Certification Program for CRM System Analyst is developed to help you in obtaining no-code automation skills in minimum time and free of charge. Join the airSlate Academy to discover the most cutting-edge ways of improving your business’s productivity.
What does studying involve?
The course includes three main stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Know your Customer Survey automation course?
- Generate actionable Know your Customer Survey 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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It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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.
Each course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
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.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined 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.