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Self-paced
Perfect your for CRM system analyst skills with covid-19 B2B 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 COVID-19 B2B Customer Survey Process optimization Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About covid-19 B2B customer survey process optimization certification program for CRM system analyst
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce professionals can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your COVID-19 B2B Customer Survey workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the COVID-19 B2B Customer Survey workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our COVID-19 B2B Customer Survey Process optimization Certification Program for CRM System Analyst so that they can rapidly learn how to change typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their processes
Why was this program made?
The COVID-19 B2B Customer Survey Process optimization Certification Program for CRM System Analyst is developed to help you in gaining no-code automation expertise in minimum time and free of charge. Register in the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s productivity.
What does studying involve?
The course consists of three main steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all steps to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the COVID-19 B2B Customer Survey automation course?
- Generate actionable COVID-19 B2B 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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Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
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.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
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 certain topic you are interested in, please contact us.
Automated systems, or "bots," are computer programs that are programmed to carry out specified tasks based on predetermined rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.
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. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.