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Self-paced
Optimize your for CRM system analyst expertise 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 CRM System 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 CRM system analyst
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce professionals can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Marketing Campaign workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Marketing Campaign workflow developing using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Marketing Campaign Automation Certification for CRM System Analyst to enable them to rapidly learn how to turn standard business operations into highly-effective 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 created?
The Marketing Campaign Automation Certification for CRM System Analyst is made to help you in obtaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The course comprises three major stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a qualified 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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By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. Early registration gives you extra time to prepare for the exam.
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.
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.
Discover the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you can't find a specific training contact us.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
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.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To learn how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.