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Self-paced
Perfect your for CRM system analyst roles with event lead capture 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 Event Lead Capture Workflow processing Certification for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About event lead capture workflow processing certification for CRM system analyst
Our quick-start studying program provides the basics of business process automation and explains how Salesforce specialists can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Event Lead Capture workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Event Lead Capture workflow building using the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Event Lead Capture Workflow processing Certification for CRM System Analyst to enable them to quickly learn how to turn standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of recommendations on rationalizing their processes
Why was this course made?
The Event Lead Capture Workflow processing Certification for CRM System Analyst is developed to help you in obtaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course includes three main levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a qualified professional in automating Salesforce processes.
What will you learn in the Event Lead Capture automation course?
- Generate actionable Event Lead Capture 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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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.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.
All of your classes are permitted. If you decide to sign up for too many courses at once, we suggest you to do so cautiously. Sign up now to keep learning at a good rate at all times.
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.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
You will find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a particular course contact us.
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.
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.
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.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.