to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Optimize your for Salesforce professional roles with post-visit patient satisfaction 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 Post-visit patient satisfaction survey Automation Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About post-visit patient satisfaction survey automation certification for Salesforce professional
Our quick-start training program provides the basics of business process automation and explains how Salesforce professionals can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Post-visit patient satisfaction survey workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Post-visit patient satisfaction survey workflow building within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Post-visit patient satisfaction survey Automation Certification for Salesforce Professional so that they can rapidly learn how to transform regular 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 a lot of tips on rationalizing their work
Why was this course made?
The Post-visit patient satisfaction survey Automation Certification for Salesforce Professional is made to assist you in obtaining no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.
What does studying include?
The course includes three main steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Post-visit patient satisfaction survey automation course?
- Generate actionable Post-visit patient satisfaction 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
Start learning today
Sign now for free
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
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the matter of how much time you'll need to devote to finishing the homework.
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.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
Automated systems, or "bots," are computer programs that are programmed to carry out specified tasks based on predetermined rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
Discover the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a particular training, please contact 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.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.