Self-paced

Sharpen your for Salesforce consulting partner knowledge with customer enquiry automation course

4
Star Rating
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 Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Sharpen your for Salesforce consulting partner knowledge with customer enquiry automation course

About customer enquiry automation certification program for Salesforce consulting partner

Our quick-start learning program provides the basics of business process automation and describes how Salesforce professionals can streamline their daily routine in real examples. After completing the course, you will be able to automate and enhance your Customer Enquiry workflows within 10 minutes without writing a single line of code.

What does this course cover?

The course covers all the stages of the Customer Enquiry workflow building using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can enroll in the course?

We developed our Customer Enquiry Automation Certification Program for Salesforce Consulting Partner so that they can quickly learn how to turn standard business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their work

Why was this course created?

The Customer Enquiry Automation Certification Program for Salesforce Consulting Partner is created to assist you in gaining no-code automation skills in minimum time and free of charge. Join the airSlate Academy to explore the most state-of-the-art ways of increasing your business’s efficiency.

What does studying involve?

The course includes three major steps:

  • Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
  • A comprehensive explanation of the workflow building and the Bot setup process;
  • Practical tasks to consolidate knowledge and improve automation skills.

Go through all steps to quickly become a certified 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.

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.

Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.

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.

There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.

You will find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a specific tutorial you are interested in, please contact us.

Every student can take as many courses as they choose. We encourage you not to sign up for too many courses at once because some courses require your whole attention. If you sign up early, you'll have more time to study.

Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.

Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.

Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.