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Self-paced
Boost your for system administrator 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 Program for System Administrator, 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 system administrator
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce experts can enhance their everyday routine in real examples. After completing the course, you will be able to automate and boost 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 using the airSlate platform, form creation 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 Know your Customer Survey Process optimization Certification Program for System Administrator to enable them to quickly learn how to transform standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this program made?
The Know your Customer Survey Process optimization Certification Program for System Administrator is developed to help you in gaining no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of increasing your business’s efficiency.
What does studying involve?
The course includes three major levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all stages 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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You're free to enroll in as many classes as you like! We caution you, however, against enrolling in too many classes at once, as some of them require your complete attention. Sign up now to continue learning at a productive rate at all times.
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.
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 programmed to perform specific tasks based on pre-set rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a common understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
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.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
Get the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a specific course you might be interested in, please contact us.