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Self-paced
Develop your for Salesforce implementation partner career path 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 Workflow processing Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry workflow processing certification program for Salesforce implementation partner
Our quick-start studying program offers the basics of business process automation and explains how Salesforce experts can streamline their daily routine in real examples. After finishing the course, you will be able to automate and boost your Customer Enquiry workflows in approximately 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 creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Customer Enquiry Workflow processing Certification Program for Salesforce Implementation Partner to enable them to quickly learn how to transform standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this program made?
The Customer Enquiry Workflow processing Certification Program for Salesforce Implementation Partner is made to assist you in obtaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most cutting-edge ways of boosting your business’s productivity.
What does studying involve?
The course consists of three major stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified specialist 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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RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
You'll find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a specific training course contact us.
Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Enroll today to make sure you never fall behind in your education again.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
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.
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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a common concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.