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Self-paced
Improve your for Salesforce CRM 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 Automation Certification for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About marketing campaign automation certification for Salesforce CRM analyst
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce users can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Marketing Campaign workflows in about 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 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 Marketing Campaign Automation Certification for Salesforce CRM Analyst so that they can rapidly learn how to turn standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this course created?
The Marketing Campaign Automation Certification for Salesforce CRM Analyst is made to help you in obtaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The training comprises three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified professional 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
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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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.
Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
You will 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 particular training contact us.
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.
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.
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.