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Self-paced
Boost your for Salesforce CRM analyst expertise 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 for Salesforce CRM 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 for Salesforce CRM analyst
Our quick-start training program offers the fundamentals of business process automation and describes how Salesforce professionals can simplify their everyday routine in real examples. After completing the course, you will be able to automate and enhance 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 building using the airSlate platform, form generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Know your Customer Survey Process optimization Certification for Salesforce CRM Analyst so that they can rapidly learn how to change typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program made?
The Know your Customer Survey Process optimization Certification for Salesforce CRM Analyst is developed to assist you in getting no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to explore the most state-of-the-art ways of improving your business’s productivity.
What does studying involve?
The course consists of three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot setup 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 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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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.
You can find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a particular topic you are interested in, please contact us.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
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.
Bots are pieces of software that are programmed to perform specific activities based on previously established rules and logic. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To discover how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
By 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, bill and ask for payments, and route data within your company's CRMs and apps.
No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. The sooner you register, the more time you have to prepare.
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.