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Self-paced
Improve your for Salesforce CRM analyst technical skill's 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 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 marketing campaign automation certification program for Salesforce CRM analyst
Our quick-start studying program offers the basics of business process automation and explains how Salesforce users can simplify their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Marketing Campaign 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 Marketing Campaign workflow developing within the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Marketing Campaign Automation Certification Program for Salesforce CRM Analyst to enable them to rapidly learn how to turn typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this course created?
The Marketing Campaign Automation Certification Program for Salesforce CRM Analyst is created to assist you in gaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to discover the most advanced ways of enhancing your business’s efficiency.
What does studying involve?
The course includes three main stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified 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
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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Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. 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'll find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a certain course, please contact us.
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.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a general idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
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.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Join now and learn at your own pace every time.
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.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.