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Self-paced
Sharpen your for Salesforce consultant knowledge 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 Automation Certification 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 automation certification for Salesforce consultant
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce specialists can improve their daily routine in real examples. After completing the course, you will be able to automate and enhance your Customer Enquiry workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Customer Enquiry workflow developing within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Customer Enquiry Automation Certification for Salesforce Consultant so that they can rapidly learn how to transform 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 a lot of tips on rationalizing their work
Why was this program created?
The Customer Enquiry Automation Certification for Salesforce Consultant is made to assist you in gaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying include?
The course consists of three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified 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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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.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
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.
With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
You can find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a certain training contact us.
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. If you sign up early, you'll have more time to study.
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.
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.
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.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.