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Self-paced
Upgrade your for Salesforce consultant 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 Workflow processing Course for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey workflow processing course for Salesforce consultant
Our quick-start learning program offers the basics of business process automation and clarifies how Salesforce users can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Know your Customer Survey workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Know your Customer Survey workflow building within the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Know your Customer Survey Workflow processing Course for Salesforce Consultant to enable them to quickly discover ways to change regular business procedures into highly-effective 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 course created?
The Know your Customer Survey Workflow processing Course for Salesforce Consultant is made to help you in getting no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The training comprises three major levels:
- 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 activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified specialist 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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Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
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.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
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.
Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transport data across documents and apps, set up reminders and automated notifications, build and update entries in your CRM based on the data you collect, and much more.
Find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a particular course, please contact us.
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.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.