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Self-paced
Advance your for CRM system analyst knowledge with event lead capture 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 Event Lead Capture Process optimization 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 event lead capture process optimization course for CRM system analyst
Our quick-start studying program provides the basics of business process automation and describes how Salesforce professionals can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Event Lead Capture workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Event Lead Capture workflow building using the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Event Lead Capture Process optimization Course for CRM System Analyst so that they can rapidly discover ways to change standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work
Why was this program made?
The Event Lead Capture Process optimization Course for CRM System Analyst is created to assist you in getting no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most advanced ways of improving your business’s efficiency.
What does studying involve?
The course includes three main levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Event Lead Capture automation course?
- Generate actionable Event Lead Capture 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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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.
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.
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 understand how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. The sooner you sign up, the more time you have to study.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.