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Self-paced
Refine your for CRM system analyst expertise 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 Workflow processing Certification 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 workflow processing certification for CRM system analyst
Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce specialists can streamline their everyday routine in real examples. After completing the course, you will be able to automate and boost your COVID-19 B2B Customer Survey workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the COVID-19 B2B Customer Survey workflow developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our COVID-19 B2B Customer Survey Workflow processing Certification for CRM System Analyst to enable them to rapidly discover ways to change regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this course created?
The COVID-19 B2B Customer Survey Workflow processing Certification for CRM System Analyst is created to assist you in gaining no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to discover the most cutting-edge ways of increasing your business’s productivity.
What does studying involve?
The training consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified expert 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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There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
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.
Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
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.
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. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.