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Self-paced
Boost 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 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 for CRM system analyst
Our quick-start studying program offers the basics of business process automation and describes how Salesforce professionals can improve their everyday routine in real examples. After completing the course, you will be able to automate and boost 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 developing within the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Event Lead Capture Workflow processing Certification for CRM System Analyst to enable them to quickly discover ways to turn regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many tips on rationalizing their processes
Why was this course made?
The Event Lead Capture Workflow processing Certification for CRM System Analyst is developed to help you in gaining no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying include?
The training consists of three major levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a qualified professional 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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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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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.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. 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.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now to continue learning at a productive rate at all times.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
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.
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.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.