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Self-paced
Optimize your for business system analyst 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 Process optimization Course for Business System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey process optimization course for business system analyst
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and boost your Know your Customer Survey workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Know your Customer Survey workflow building within the airSlate platform, form generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Know your Customer Survey Process optimization Course for Business System Analyst to enable them to rapidly learn how to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this course made?
The Know your Customer Survey Process optimization Course for Business System Analyst is made to assist you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s efficiency.
What does studying include?
The training consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages 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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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.
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.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one 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.
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.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional 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.
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.
Get the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a certain course you are interested in, please contact us.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To find out how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.