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Self-paced
Advance your for Salesforce professional resume skills with know your customer survey 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 Know your Customer Survey Process optimization Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey process optimization certification program for Salesforce professional
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce users can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Know your Customer Survey workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Know your Customer Survey workflow developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Know your Customer Survey Process optimization Certification Program for Salesforce Professional to enable them to quickly learn how to transform regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this course created?
The Know your Customer Survey Process optimization Certification Program for Salesforce Professional is developed to help you in getting no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The course includes three main levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Know your Customer Survey automation course?
- Generate actionable Know your Customer Survey 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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Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
You will find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a specific tutorial, please contact us.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a better concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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. Early registration gives you extra time to prepare for the exam.
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.