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Self-paced
Sharpen your for Salesforce admin knowledge with vote and rank 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 Vote and Rank Survey Process optimization Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About vote and rank survey process optimization certification program for Salesforce admin
Our quick-start learning program provides the basics of business process automation and explains how Salesforce experts can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Vote and Rank Survey workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Vote and Rank Survey workflow building within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Vote and Rank Survey Process optimization Certification Program for Salesforce Admin so that they can quickly learn how to turn typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their processes
Why was this course made?
The Vote and Rank Survey Process optimization Certification Program for Salesforce Admin is made to assist you in obtaining no-code automation expertise in minimum time and free of charge. Register in the airSlate Academy to explore the most state-of-the-art ways of improving your business’s efficiency.
What does studying involve?
The training includes three main stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Vote and Rank Survey automation course?
- Generate actionable Vote and Rank 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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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. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
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.
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 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.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now to continue learning at a productive rate at all times.
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.