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Self-paced
Boost your for Salesforce consulting partner 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 Consulting Partner, 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 consulting partner
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Customer Enquiry workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Customer Enquiry workflow developing within the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Customer Enquiry Automation Certification Program for Salesforce Consulting Partner so that they can quickly discover ways to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this program created?
The Customer Enquiry Automation Certification Program for Salesforce Consulting Partner is created to help you in obtaining 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 efficiency.
What does studying involve?
The training includes three main steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified expert 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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We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. Consider the amount of time you'll need to spend to homework completion.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
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.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using 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.