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Self-paced
Develop your for system administrator career path 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 Workflow processing Course 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 workflow processing course for system administrator
Our quick-start training program provides the fundamentals of business process automation and clarifies how Salesforce experts can simplify their daily routine in real examples. After finishing 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 program cover?
The course covers all the steps of the Know your Customer Survey workflow developing using the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Know your Customer Survey Workflow processing Course for System Administrator so that they can quickly learn how to turn typical business procedures into highly-effective 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 program made?
The Know your Customer Survey Workflow processing Course for System Administrator is created to help you in getting no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most cutting-edge ways of increasing your business’s efficiency.
What does studying involve?
The training includes three major steps:
- 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 setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified professional 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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Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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.
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. In case you can't find a certain training course you might be interested in, please contact us.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
You can take as many classes as you want, the answer is yes. But we suggest that you don't sign up for too many classes at once, since some of them need your full attention. Sign up now and keep a productive pace of learning every time.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
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.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.