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Self-paced
Improve your for CRM system analyst skills with marketing campaign 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 Marketing Campaign Process optimization Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About marketing campaign process optimization certification program for CRM system analyst
Our quick-start training program provides the basics of business process automation and explains how Salesforce users can improve their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Marketing Campaign 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 Marketing Campaign workflow developing within the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Marketing Campaign Process optimization Certification Program for CRM System Analyst to enable them to quickly discover ways to change typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this program made?
The Marketing Campaign Process optimization Certification Program for CRM System Analyst is made to assist you in gaining no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s efficiency.
What does studying involve?
The training comprises three main stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Marketing Campaign automation course?
- Generate actionable Marketing Campaign 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
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Discover the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a specific topic contact us.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
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.
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.
In each class, a different aspect of airSlate's operation is discussed. Between 30 and 60 minutes are possible. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
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 general concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
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.