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Self-paced
Enhance your for Salesforce agency expert skills with event lead capture 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 Event Lead Capture Process optimization Certification Program for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About event lead capture process optimization certification program for Salesforce agency expert
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Event Lead Capture 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 Event Lead Capture workflow building using the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our Event Lead Capture Process optimization Certification Program for Salesforce Agency Expert so that they can quickly discover ways to turn typical business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this course created?
The Event Lead Capture Process optimization Certification Program for Salesforce Agency Expert is created to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying include?
The course includes three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise 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 professional in automating Salesforce processes.
What will you learn in the Event Lead Capture automation course?
- Generate actionable Event Lead Capture 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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Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. Consider the amount of time you'll need to spend to homework completion.
Find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a specific training contact us.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.