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Self-paced
Advance your for Salesforce CRM analyst technical skill's with marketing campaign 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 Marketing Campaign Process optimization Certification for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About marketing campaign process optimization certification for Salesforce CRM analyst
Our quick-start training program provides the basics of business process automation and clarifies how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Marketing Campaign workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Marketing Campaign 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 Marketing Campaign Process optimization Certification for Salesforce CRM Analyst so that they can quickly discover ways to change regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their processes
Why was this course made?
The Marketing Campaign Process optimization Certification for Salesforce CRM Analyst is developed to help you in getting no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The course comprises three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Marketing Campaign automation course?
- Generate actionable Marketing Campaign 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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Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.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.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
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.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
You can take as many classes as you want, the answer is yes. But you shouldn't sign up for too many classes at once, because some of them need your full attention. Enroll today to make sure you never fall behind in your education again.
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.
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.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.