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Self-paced
Optimize your for Salesforce professional responsibilities with know your customer survey 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 Know your Customer Survey Automation Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey automation certification program for Salesforce professional
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can simplify their daily routine in real examples. After completing the course, you will be able to automate and boost your Know your Customer Survey 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 Know your Customer Survey workflow building using the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We developed our Know your Customer Survey Automation Certification Program for Salesforce Professional so that they can quickly discover ways to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many tips on rationalizing their processes
Why was this course created?
The Know your Customer Survey Automation Certification Program for Salesforce Professional is made to help you in obtaining no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to discover the most advanced ways of improving your business’s productivity.
What does studying involve?
The course includes three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a certified expert 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
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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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Each course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. 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.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
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.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
Get the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a certain course you are interested in, please contact us.
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. If you need help, please contact us anytime.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a better understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.