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Self-paced
Advance your for CRM system analyst skills 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 Workflow processing 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 event lead capture workflow processing certification program for CRM system analyst
Our quick-start training program provides the basics of business process automation and describes how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve your Event Lead Capture workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Event Lead Capture workflow building using the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Event Lead Capture Workflow processing Certification Program for CRM System Analyst to enable them to quickly discover ways to turn standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes
Why was this program made?
The Event Lead Capture Workflow processing Certification Program for CRM System Analyst is developed to assist you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The training comprises three main stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a certified expert 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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Discover the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a specific training you are interested in, please contact us.
There are no restrictions on the amount of classes you can take. Because some courses require your undivided attention, we recommend that you avoid enrolling in too many courses at once. If you sign up early, you'll have more time to study.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
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.
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.
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.
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.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.