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Self-paced
Perfect your for Salesforce admin skills 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 Automation Certification 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 automation certification for Salesforce admin
Our quick-start studying program offers the fundamentals of business process automation and describes how Salesforce experts can improve their everyday 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 course cover?
The course covers all the steps of the Customer Enquiry workflow developing using the airSlate platform, form generation and pre-populating, 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 Automation Certification for Salesforce Admin to enable them to quickly discover ways to transform typical business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this program created?
The Customer Enquiry Automation Certification for Salesforce Admin is made to assist you in obtaining no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation skills.
Go through all steps to quickly become a qualified professional 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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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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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 transfer of data from one app or document to another, as well as generate reminders and notifications.
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.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
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.
Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.
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'll find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular tutorial you are interested in, please contact us.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
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.