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Self-paced
Upgrade your for Salesforce agency expert responsibilities 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 Salesforce Agency Expert, 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 Salesforce agency expert
Our quick-start training program provides the basics of business process automation and describes how Salesforce specialists can simplify their daily routine in real examples. After completing 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 course cover?
The course covers all the stages of the Know your Customer Survey workflow building using the airSlate platform, document creation and pre-filling, 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 Program for Salesforce Agency Expert so that they can rapidly discover ways to transform standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their processes
Why was this program made?
The Know your Customer Survey Automation Certification Program for Salesforce Agency Expert is developed to assist you in getting no-code automation skills in minimum time and free of charge. Register in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s efficiency.
What does studying involve?
The course consists of three major levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified professional 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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We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
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.
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.
You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular topic you might be interested in, please contact us.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To understand how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
All of your classes are permitted. If you decide to sign up for too many courses at once, we suggest you to do so cautiously. Sign up now to keep learning at a good rate at all times.