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Self-paced
Improve your for Salesforce administrator resume skills with know your customer survey 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 Know your Customer Survey Automation Course for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey automation course for Salesforce administrator
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve your Know your Customer Survey workflows within 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Know your Customer Survey workflow developing using the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Know your Customer Survey Automation Course for Salesforce Administrator to enable them to quickly discover ways to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this course created?
The Know your Customer Survey Automation Course for Salesforce Administrator is made to assist you in getting no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The course comprises three main stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Know your Customer Survey automation course?
- Generate actionable Know your Customer Survey 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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Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. There's also the question of how much time you'll need to dedicate to completing the homework.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
You can find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a specific topic, please contact us.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
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 discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.