to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Advance your for CRM system analyst expertise with covid-19 B2B 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 COVID-19 B2B Customer Survey Automation Course for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About covid-19 B2B customer survey automation course for CRM system analyst
Our quick-start learning program provides the fundamentals of business process automation and describes how Salesforce professionals can improve their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your COVID-19 B2B Customer Survey workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the COVID-19 B2B Customer Survey workflow building within the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our COVID-19 B2B Customer Survey Automation Course for CRM System Analyst so that they can rapidly learn how to transform regular 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 tips on rationalizing their work
Why was this course made?
The COVID-19 B2B Customer Survey Automation Course for CRM System Analyst is developed to assist you in gaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most cutting-edge ways of improving your business’s efficiency.
What does studying include?
The course includes three major 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 setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the COVID-19 B2B Customer Survey automation course?
- Generate actionable COVID-19 B2B 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
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 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.
You'll find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you can't find a particular training course you are interested in, please contact us.
You can take as many classes as you like. It's a good idea not to sign up for too many courses at once, as some require your whole attention. The sooner you register, the more time you have to prepare.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
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.
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.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.