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Self-paced
Advance your for CRM system analyst roles 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 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 service request details automation certification program for CRM system analyst
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce experts can improve their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Service Request Details workflows in approximately 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 developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Service Request Details Automation Certification Program for CRM System Analyst so that they can quickly learn how to turn typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program made?
The Service Request Details Automation Certification Program for CRM System Analyst is developed to help you in gaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.
What does studying involve?
The course consists of three major stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified professional 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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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.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a better understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
Get the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a certain course you might be interested in, please contact us.
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.
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.
No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. Early registration gives you extra time to prepare for the exam.
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.