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Self-paced
Perfect your for Salesforce CRM analyst expertise with event lead capture 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 Event Lead Capture Process optimization Course for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About event lead capture process optimization course for Salesforce CRM analyst
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce professionals can enhance their daily routine in real examples. After completing the course, you will be able to automate and boost your Event Lead Capture workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Event Lead Capture workflow building within the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Event Lead Capture Process optimization Course for Salesforce CRM Analyst to enable them to quickly discover ways to turn regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this course made?
The Event Lead Capture Process optimization Course for Salesforce CRM Analyst is developed to help you in gaining no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to explore the most advanced ways of improving your business’s efficiency.
What does studying include?
The course consists of three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Event Lead Capture automation course?
- Generate actionable Event Lead Capture 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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Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
Each course has a label stating its level next to it. In addition, 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.
Bots are pieces of software that are pre-programmed to carry out specified activities according to pre-established rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a particular course you are interested in, please contact us.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.