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Self-paced
Boost your for CRM system analyst technical skill's 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 Process optimization Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey process optimization certification program for CRM system analyst
Our quick-start training program provides the basics of business process automation and describes how Salesforce professionals can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your Know your Customer Survey workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Know your Customer Survey workflow building within the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Know your Customer Survey Process optimization Certification Program for CRM System Analyst to enable them to rapidly 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 find a lot of tips on rationalizing their processes
Why was this course made?
The Know your Customer Survey Process optimization Certification Program for CRM System Analyst is developed to help you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of boosting your business’s efficiency.
What does studying involve?
The training consists of three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a certified 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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Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
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.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
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.
You'll find 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 can't find a specific tutorial you are interested in, please contact us.
Besides the airSlate Academy, you can take advantage of other learning materials that will 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.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To find out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.