Self-paced

Strengthen your for system administrator career path with know your customer 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 Know your Customer Survey Workflow processing Course for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Strengthen your for system administrator career path with know your customer survey automation course

About know your customer survey workflow processing course for system administrator

Our quick-start training program offers the fundamentals of business process automation and explains how Salesforce experts can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Know your Customer 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 Know your Customer Survey workflow building within the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can sign up for the program?

We developed our Know your Customer Survey Workflow processing Course for System Administrator so that they can quickly discover ways to turn standard business procedures into highly-effective 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 program made?

The Know your Customer Survey Workflow processing Course for System Administrator is created to help you in gaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.

What does studying involve?

The course comprises three major stages:

  • Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
  • A detailed explanation of the workflow building and the Bot setup process;
  • Practical tasks to consolidate knowledge and level up automation skills.

Go through all steps to quickly become a certified 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

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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Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. You can use airSlate Bots to move data across apps and documents, set up reminders and automated notifications, build and update records in your CRM based on the data collected, and more.

You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.

Each course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. Certification courses are more in-depth and can take up to 4 hours. You should also consider how much time you have to do the work.

The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.

Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.

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.

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.

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.

RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.

It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.