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Self-paced
Develop your for Salesforce admin responsibilities with customer enquiry 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 Customer Enquiry Process optimization Course for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry process optimization course for Salesforce admin
Our quick-start studying program provides the fundamentals of business process automation and clarifies how Salesforce users can improve their daily routine in real examples. After completing the course, you will be able to automate and improve your Customer Enquiry 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 Customer Enquiry workflow developing within the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Customer Enquiry Process optimization Course for Salesforce Admin so that they can quickly learn how to transform standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work
Why was this course created?
The Customer Enquiry Process optimization Course for Salesforce Admin is developed to help you in getting no-code automation knowledge in minimum time and free of charge. Enroll in the airSlate Academy to discover the most state-of-the-art ways of boosting your business’s efficiency.
What does studying involve?
The training includes three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Customer Enquiry automation course?
- Generate actionable Customer Enquiry 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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You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a specific topic you might be interested in, please contact us.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
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.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a general idea of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.
Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.