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Self-paced
Develop your for Salesforce implementation partner responsibilities 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 Automation Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey automation course for Salesforce implementation partner
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce specialists can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost 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 developing using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Know your Customer Survey Automation Course for Salesforce Implementation Partner to enable them to quickly discover ways to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this program made?
The Know your Customer Survey Automation Course for Salesforce Implementation Partner is created to assist you in obtaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The course includes three major levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels 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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All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now to continue learning at a productive rate at all times.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.
You can find 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 contact us.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
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 movement of data from one app or document to another, create reminders and notifications, and more.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.