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Self-paced
Sharpen your for Salesforce agency expert responsibilities 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 Salesforce Agency Expert, 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 Salesforce agency expert
Our quick-start studying program provides the fundamentals of business process automation and clarifies how Salesforce specialists can streamline their everyday routine in real examples. After completing the course, you will be able to automate and boost your Know your Customer Survey workflows within 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 building using the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Know your Customer Survey Workflow processing Course for Salesforce Agency Expert to enable them to quickly discover ways to change regular business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their processes
Why was this course created?
The Know your Customer Survey Workflow processing Course for Salesforce Agency Expert is developed to help you in getting no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying involve?
The course includes three major steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a certified expert 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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Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a better idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
You can find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a specific training course, please contact us.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.
Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Join now and learn at your own pace every time.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
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.