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Self-paced
Improve your for Salesforce CRM analyst career path with covid-19 B2B 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 COVID-19 B2B Customer Survey Workflow processing 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 covid-19 B2B customer survey workflow processing certification for Salesforce CRM analyst
Our quick-start training program offers the basics of business process automation and explains how Salesforce professionals can simplify their daily routine in real examples. After completing the course, you will be able to automate and enhance your COVID-19 B2B Customer Survey workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the COVID-19 B2B Customer Survey workflow developing within the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our COVID-19 B2B Customer Survey Workflow processing Certification for Salesforce CRM Analyst to enable them to rapidly discover ways to change typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this program created?
The COVID-19 B2B Customer Survey Workflow processing Certification for Salesforce CRM Analyst is made to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The course includes three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the COVID-19 B2B Customer Survey automation course?
- Generate actionable COVID-19 B2B 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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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.
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.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. There are more in-depth certification courses available that can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined rules and conditional logic. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
You can find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you can't find a certain topic you are interested in, please contact us.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a general idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
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.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.