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Self-paced
Develop your for CRM system analyst expertise with request a demo 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 Request a Demo Automation Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About request a demo automation certification program for CRM system analyst
Our quick-start studying program offers the basics of business process automation and describes how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Request a Demo workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Request a Demo workflow building within the airSlate platform, document 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 Request a Demo Automation Certification Program for CRM System Analyst so that they can quickly learn how to transform standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their work
Why was this program made?
The Request a Demo Automation Certification Program for CRM System Analyst is made to help you in gaining no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to explore the most advanced ways of enhancing your business’s productivity.
What does studying include?
The course includes three main levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Request a Demo automation course?
- Generate actionable Request a Demo 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're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
You will find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a certain topic, please contact us.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
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.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To discover how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
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.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.