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Self-paced
Upgrade your for Salesforce agency expert roles with post-visit patient satisfaction 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 Post-visit patient satisfaction 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 post-visit patient satisfaction survey automation certification program for Salesforce agency expert
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can simplify their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Post-visit patient satisfaction survey workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Post-visit patient satisfaction survey workflow developing using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Post-visit patient satisfaction survey Automation Certification Program for Salesforce Agency Expert to enable them to quickly discover ways to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their work
Why was this program made?
The Post-visit patient satisfaction 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. Register in the airSlate Academy to explore the most advanced ways of increasing your business’s productivity.
What does studying include?
The course consists of three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Post-visit patient satisfaction survey automation course?
- Generate actionable Post-visit patient satisfaction 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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Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
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.
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.
You can find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a particular tutorial contact us.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.