to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Advance your for CRM system analyst skills with request a demo 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 Request a Demo Workflow processing 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 request a demo workflow processing course for CRM system analyst
Our quick-start studying program offers the fundamentals of business process automation and clarifies how Salesforce users can streamline their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Request a Demo workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Request a Demo workflow developing using the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Request a Demo Workflow processing Course for CRM System Analyst to enable them to rapidly learn how to change typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this course made?
The Request a Demo Workflow processing Course for CRM System Analyst is created to help you in getting no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
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.
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.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
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 discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.