Self-paced

Sharpen your for Salesforce agency expert technical skill's with post-visit patient satisfaction survey automation course

4
Star Rating
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 Post-visit patient satisfaction survey Automation Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Sharpen your for Salesforce agency expert technical skill's with post-visit patient satisfaction survey automation course

About post-visit patient satisfaction survey automation certification for Salesforce agency expert

Our quick-start training program offers the fundamentals of business process automation and describes how Salesforce specialists can improve their everyday routine in real examples. After completing the course, you will be able to automate and boost your Post-visit patient satisfaction survey workflows in about 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the steps of the Post-visit patient satisfaction survey workflow developing using the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can sign up for the program?

We developed our Post-visit patient satisfaction survey Automation Certification for Salesforce Agency Expert to enable them to quickly learn how to change standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes

Why was this program created?

The Post-visit patient satisfaction survey Automation Certification for Salesforce Agency Expert is created to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.

What does studying involve?

The course comprises three main steps:

  • Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
  • A detailed explanation of the workflow building and the Bot installation process;
  • Practical activities to consolidate knowledge and boost automation expertise.

Go through all steps to quickly become a certified specialist in automating Salesforce processes.

What will you learn in the Post-visit patient satisfaction survey automation course?

  • Generate actionable Post-visit patient satisfaction 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.

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.

Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.

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.

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 better understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.

Aside from the airSlate Academy, you can benefit from various learning materials that will assist 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.

Find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a specific training course, please contact us.

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.

Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. The earlier you enroll, the more time you will have to study.

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.