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Self-paced
Optimize your for Salesforce consultant roles with customer enquiry 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 Customer Enquiry Process optimization Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry process optimization certification program for Salesforce consultant
Our quick-start studying program provides the basics of business process automation and explains how Salesforce specialists can streamline their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Customer Enquiry workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Customer Enquiry workflow developing using the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Customer Enquiry Process optimization Certification Program for Salesforce Consultant so that they can quickly discover ways to change regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this program made?
The Customer Enquiry Process optimization Certification Program for Salesforce Consultant is created to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course comprises three main levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Customer Enquiry automation course?
- Generate actionable Customer Enquiry 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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With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
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. The sooner you sign up, the more time you have to study.
There are a number of different types of bots, each of which has its own unique set of rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
Get the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a certain tutorial contact us.
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.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.