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Self-paced
Strengthen your for Salesforce CRM analyst knowledge 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 for Salesforce CRM 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 for Salesforce CRM analyst
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce experts can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Know your Customer Survey workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Know your Customer Survey workflow building using the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Know your Customer Survey Automation Certification for Salesforce CRM Analyst so that they can rapidly learn how to transform standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work
Why was this course made?
The Know your Customer Survey Automation Certification for Salesforce CRM Analyst is created to assist you in getting no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying involve?
The training comprises three main stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a qualified 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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You can find the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you can't find a certain course you are interested in, please contact us.
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.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
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.
Please feel free to enroll in any number of courses. If you decide to sign up for too many courses at once, we recommend that you do it cautiously. Sign up now to maintain a productive learning pace at all times.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
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 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 find out how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.