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Self-paced
Develop your for Salesforce implementation partner resume skills 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 Implementation 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 implementation partner
Our quick-start studying program offers the basics of business process automation and explains how Salesforce specialists can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost 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 steps of the Customer Enquiry workflow developing within the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Customer Enquiry Automation Certification Program for Salesforce Implementation Partner so that they can quickly learn how to change standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program made?
The Customer Enquiry Automation Certification Program for Salesforce Implementation Partner is created to assist you in gaining no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.
What does studying involve?
The course includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all levels 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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You will find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you can't find a specific training, please contact us.
There are a number of different types of bots, each of which has its own unique set of rules and logic. In addition to moving data across documents and apps, airSlate Bots allow you to set up reminders and automated notifications, set up and update entries in your CRM, and more.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a general concept of 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.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
All of your classes are permitted. If you decide to sign up for too many courses at once, we suggest you to do so cautiously. Enroll today to make sure you never fall behind in your education again.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.