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Self-paced
Sharpen your for Salesforce administrator resume 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 Workflow processing Certification for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey workflow processing certification for Salesforce administrator
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce experts can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve 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 developing within the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Know your Customer Survey Workflow processing Certification for Salesforce Administrator so that they can rapidly discover ways to turn standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many tips on rationalizing their work
Why was this course created?
The Know your Customer Survey Workflow processing Certification for Salesforce Administrator is developed to assist you in getting no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.
What does studying include?
The course consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified professional 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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Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
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.
You can sign up for as many classes as you like. But we don't think you should take too many classes at once, since some of them need your full attention. Sign up now to keep studying at a rapid pace.
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.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a better concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
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 transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
Discover the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a certain training course you might be interested in, please contact us.