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Self-paced
Boost your for Salesforce consulting partner knowledge 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 Consulting Partner, 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 consulting partner
Our quick-start learning program provides the fundamentals of business process automation and describes how Salesforce experts can improve 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 course cover?
The program covers all the stages of the Know your Customer Survey workflow building using the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Know your Customer Survey Process optimization Certification Program for Salesforce Consulting Partner so that they can quickly learn how to change standard business procedures 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 recommendations on rationalizing their processes
Why was this course made?
The Know your Customer Survey Process optimization Certification Program for Salesforce Consulting Partner is created to assist you in getting no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.
What does studying include?
The course includes three major steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified 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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In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
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.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To find out how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. You can use airSlate Bots to move data across apps and documents, set up reminders and automated notifications, build and update records in your CRM based on the data collected, and more.
Get the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a specific tutorial you might be interested in, please contact us.