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Self-paced
Strengthen your for business system analyst 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 Automation Certification Program for Business System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey automation certification program for business system analyst
Our quick-start studying program provides the basics of business process automation and explains how Salesforce professionals can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Know your Customer Survey workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Know your Customer Survey workflow building using the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Know your Customer Survey Automation Certification Program for Business System Analyst so that they can quickly learn how to change regular business procedures 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 processes
Why was this course created?
The Know your Customer Survey Automation Certification Program for Business System Analyst is developed to help you in gaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying include?
The training includes three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified specialist 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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For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. Consider the amount of time you'll need to spend to homework completion.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
Besides the airSlate Academy, you can take advantage of other learning materials that will help 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 at any moment if you require assistance.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.