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Self-paced
Enhance your for Salesforce professional knowledge 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 Process optimization Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry process optimization course for Salesforce professional
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can enhance their daily routine in real examples. After completing 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 program cover?
The course covers all the stages of the Customer Enquiry 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 enroll in the course?
We developed our Customer Enquiry Process optimization Course for Salesforce Professional to enable them to quickly discover ways to change regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their work
Why was this program made?
The Customer Enquiry Process optimization Course for Salesforce Professional is made to help you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s efficiency.
What does studying include?
The training consists of three major levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot installation 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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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.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. The earlier you enroll, the more time you will have to study.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. It's easy to sync data between apps and documents with airSlate Bots.
Discover the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a certain training contact us.
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.