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Self-paced
Optimize your for Salesforce consulting partner career path 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 Automation Certification for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry automation certification for Salesforce consulting partner
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce professionals can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Customer Enquiry workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Customer Enquiry workflow developing within the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Customer Enquiry Automation Certification for Salesforce Consulting Partner to enable them to rapidly learn how to transform regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their work
Why was this course made?
The Customer Enquiry Automation Certification for Salesforce Consulting Partner is made to help you in getting no-code automation skills in minimum time and free of charge. Join 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 steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified specialist 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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Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
Please feel free to enroll in any number of courses. If you decide to sign up for too many courses at once, we recommend that you do it cautiously. Sign up now to keep up a constant learning pace.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.
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.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.