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Self-paced
Upgrade your for Salesforce agency expert skills 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 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 for Salesforce agency expert
Our quick-start studying program offers the fundamentals of business process automation and clarifies how Salesforce users can enhance 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 program covers all the steps of the Know your Customer Survey workflow developing within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Know your Customer Survey Automation Certification for Salesforce Agency Expert to enable them to rapidly learn how to turn standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work
Why was this course made?
The Know your Customer Survey Automation Certification for Salesforce Agency Expert is developed to assist you in obtaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of enhancing your business’s productivity.
What does studying involve?
The training consists of three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages 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
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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.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
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.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Courses that lead to certification are more in-depth and can take up to four hours. It's also important to consider how much time you have available.