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Self-paced
Enhance your for Salesforce implementation partner roles 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 Course for Salesforce Implementation Partner, 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 course for Salesforce implementation partner
Our quick-start learning program provides the basics of business process automation and explains how Salesforce experts can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and improve 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 developing within the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Event Lead Capture Process optimization Course for Salesforce Implementation Partner so that they can rapidly learn how to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their processes
Why was this program made?
The Event Lead Capture Process optimization Course for Salesforce Implementation Partner is developed to help you in obtaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s productivity.
What does studying include?
The course includes three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified specialist 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 an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
You'll find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a certain topic contact us.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. 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.
You can sign up for as many classes as you like. But we don't think you should take too many classes at once, since some of them need your full attention. Sign up now to keep studying at a rapid pace.
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.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
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.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
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.