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Self-paced
Salesforce trade show lead capture 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 Event Lead Capture Process optimization Course for Salesforce CRM Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About event lead capture process optimization course for Salesforce CRM analyst
Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce professionals can streamline their everyday routine in real examples. After completing the course, you will be able to automate and boost your Event Lead Capture workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Event Lead Capture 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 developed our Event Lead Capture Process optimization Course for Salesforce CRM Analyst to enable them to quickly discover ways to transform typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this course created?
The Event Lead Capture Process optimization Course for Salesforce CRM Analyst is developed to assist you in getting no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to discover the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The course includes three main stages:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Event Lead Capture automation course?
- Generate actionable Event Lead Capture 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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With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
Bots are computer programs that are built to carry out specific activities according to established rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
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.
Discover the complete list of our courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a specific training course contact us.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There is also the question of how much time you will need to do the work.