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Self-paced
Optimize 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 Process optimization 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 process optimization certification program for Salesforce CRM analyst
Our quick-start training program provides the basics of business process automation and clarifies how Salesforce experts can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost your Marketing Campaign workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Marketing Campaign workflow developing using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Marketing Campaign Process optimization Certification Program for Salesforce CRM Analyst so that they can rapidly learn how to transform typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this course made?
The Marketing Campaign Process optimization Certification Program for Salesforce CRM Analyst is created to help you in getting no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The course consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified expert 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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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.
Each airSlate course focuses on a different aspect of the software's operation. As long as it takes between 30 and 60 minutes, they're fine. Courses that lead to certification are more in-depth and can take up to four hours. It's also important to consider how much time you have available.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
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.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
You can find 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 particular tutorial you might be interested in, please contact us.
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.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.