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Self-paced
Sharpen your for Salesforce consultant technical skill's 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 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 workflow processing course for Salesforce consultant
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce users can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve 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 stages of the Know your Customer Survey workflow building within the airSlate platform, form creation and auto-filling, and configuration 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 Consultant to enable them to quickly learn how to transform typical 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 tips on rationalizing their work
Why was this course created?
The Know your Customer Survey Workflow processing Course for Salesforce Consultant is created to help you in gaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying involve?
The course comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
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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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.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To learn how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots
You'll find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a specific tutorial you might be interested in, please contact us.
A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
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.
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.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
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.