Self-paced

Optimize your for Salesforce implementation partner responsibilities with know your customer survey automation course

4
Star Rating
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 Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Optimize your for Salesforce implementation partner responsibilities with know your customer survey automation course

About know your customer survey process optimization certification program for Salesforce implementation partner

Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce professionals can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve 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 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 enroll in the program?

We created our Know your Customer Survey Process optimization Certification Program for Salesforce Implementation Partner to enable them to rapidly 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 a lot of tips on rationalizing their processes

Why was this course created?

The Know your Customer Survey Process optimization Certification Program for Salesforce Implementation Partner is developed to help you in obtaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.

What does studying involve?

The course includes three main stages:

  • Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
  • A detailed description of the workflow creation and the Bot setup process;
  • Practical tasks to consolidate knowledge and level up automation expertise.

Go through all steps to quickly become a qualified professional 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

What our students say

capterra-icon

Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

youtube-icon

Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

g2-icon

Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

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. Join now and learn at your own pace every time.

It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.

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.

You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.

You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's 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.

Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.

Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.

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.