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Self-paced
Improve your for Salesforce CRM analyst responsibilities with covid-19 B2B 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 COVID-19 B2B Customer Survey Automation Certification Program for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About covid-19 B2B customer survey automation certification program for Salesforce CRM analyst
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce users can enhance their daily routine in real examples. After completing the course, you will be able to automate and boost your COVID-19 B2B Customer Survey workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the COVID-19 B2B Customer Survey workflow developing using the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our COVID-19 B2B Customer Survey Automation Certification Program for Salesforce CRM Analyst to enable them to quickly discover ways to transform regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program made?
The COVID-19 B2B Customer Survey Automation Certification Program for Salesforce CRM Analyst is created to assist you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course comprises three major levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the COVID-19 B2B Customer Survey automation course?
- Generate actionable COVID-19 B2B 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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You're free to enroll in as many classes as you like! We caution you, however, against enrolling in too many classes at once, as some of them require your complete attention. Make the most of your time by signing up today.
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.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.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.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
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.
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.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.
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. In case you can't find a particular topic contact us.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
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 understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.