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Self-paced
Refine your for Salesforce consultant skills with know your 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 Know your Customer Survey Process optimization Course for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey process optimization course for Salesforce consultant
Our quick-start studying program provides the basics of business process automation and explains how Salesforce users can streamline their daily routine in real examples. After finishing the course, you will be able to automate and boost your Know your Customer Survey workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Know your Customer Survey workflow building within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Know your Customer Survey Process optimization Course for Salesforce Consultant to enable them to rapidly learn how to turn regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work
Why was this program created?
The Know your Customer Survey Process optimization Course for Salesforce Consultant is developed to assist you in obtaining no-code automation skills in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s efficiency.
What does studying include?
The training consists of three main stages:
- Theoretical part with the basic concepts of BPA and the terms 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 levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Know your Customer Survey automation course?
- Generate actionable Know your 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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All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
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.
In each class, a different aspect of airSlate's operation is discussed. Between 30 and 60 minutes are possible. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Automated systems, or "bots," are computer programs that are programmed to carry out specified tasks based on predetermined rules and logic. You may use airSlate Bots to automate the movement of data from one app or document to another, create reminders and notifications, and more.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To figure out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.