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Self-paced
Sharpen your for Salesforce consultant career path 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 Process optimization Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey process optimization certification program for Salesforce consultant
Our quick-start studying program offers the basics of business process automation and describes how Salesforce users can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Know your Customer Survey workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Know your Customer Survey workflow building within the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Know your Customer Survey Process optimization Certification Program for Salesforce Consultant to enable them to quickly learn how to transform typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their work
Why was this program created?
The Know your Customer Survey Process optimization Certification Program for Salesforce Consultant is made to assist you in obtaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to discover the most cutting-edge ways of increasing your business’s efficiency.
What does studying include?
The training includes three main steps:
- 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 activities to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a qualified professional 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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Yes, you can enroll in as many classes as you like. However, we recommend that you do not enroll in too many courses at once because some of them require your full attention. Sign up now to keep up a constant learning pace.
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.
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.
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.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
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.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To understand how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.