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Self-paced
CRM weekly 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 Weekly Inspection Automation 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 weekly inspection automation certification for CRM system analyst
Our quick-start training program provides the basics of business process automation and clarifies how Salesforce experts can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Weekly Inspection workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Weekly Inspection workflow developing using the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Weekly Inspection Automation Certification for CRM System Analyst so that they can rapidly learn how to transform regular business procedures 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 work
Why was this course created?
The Weekly Inspection Automation Certification for CRM System Analyst is developed to assist you in obtaining no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s productivity.
What does studying involve?
The training includes three main stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Weekly Inspection automation course?
- Generate actionable Weekly Inspection 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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Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
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.
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.
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 learn how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
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.
Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.
Get the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a particular training course, please contact us.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.