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Self-paced
Refine your for Salesforce consultant expertise with customer enquiry 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 Customer Enquiry Process optimization Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry process optimization certification program for Salesforce consultant
Our quick-start learning program provides the basics of business process automation and explains how Salesforce professionals can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Customer Enquiry workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Customer Enquiry workflow building within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Customer Enquiry Process optimization Certification Program for Salesforce Consultant so that they can quickly discover ways to transform standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this course created?
The Customer Enquiry Process optimization Certification Program for Salesforce Consultant is made to help you in gaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course comprises three main stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Customer Enquiry automation course?
- Generate actionable Customer Enquiry 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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ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
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.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. 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.
Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.
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.
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.