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Self-paced
Advance your for Salesforce professional roles with customer enquiry 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 Customer Enquiry Automation 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 customer enquiry automation certification program for Salesforce professional
Our quick-start studying program provides the basics of business process automation and describes how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Customer Enquiry workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Customer Enquiry workflow developing using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our Customer Enquiry Automation Certification Program for Salesforce Professional to enable them to quickly discover ways to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this program created?
The Customer Enquiry Automation Certification Program for Salesforce Professional is made to help you in getting no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.
What does studying include?
The training consists of three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Customer Enquiry automation course?
- Generate actionable Customer Enquiry 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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Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. 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.
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.
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.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
You'll find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you don’t see a specific training you are interested in, please contact us.
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 common understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
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.