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Self-paced
Perfect your for Salesforce CRM analyst roles with quick poll 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 Quick Poll Survey Process optimization Certification Program for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About quick poll survey process optimization certification program for Salesforce CRM analyst
Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce experts can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Quick Poll 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 Quick Poll Survey workflow developing within the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Quick Poll Survey Process optimization Certification Program for Salesforce CRM Analyst to enable them to rapidly learn how to change regular business procedures 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 recommendations on rationalizing their work
Why was this course made?
The Quick Poll Survey Process optimization Certification Program for Salesforce CRM Analyst is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying include?
The training comprises three major levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Quick Poll Survey automation course?
- Generate actionable Quick Poll 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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You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Sign up now to keep your learning pace productive at all times.
Bots are pieces of software that are pre-programmed to carry out specified activities according to pre-established rules and conditional logic. You can use airSlate Bots to move data across apps and documents, set up reminders and automated notifications, build and update records in your CRM based on the data collected, and more.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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 general concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
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.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.