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Self-paced
Upgrade your for Salesforce agency expert roles 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 offers the basics of business process automation and clarifies how Salesforce users can streamline their daily 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 course 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 configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Know your Customer Survey Automation Certification Program for Salesforce Agency Expert to enable them to quickly learn how to transform typical business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations 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 gaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The training comprises three major stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all stages 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
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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 don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
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.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.
Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
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.