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Self-paced
Sharpen your for Salesforce implementation partner 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 Workflow processing Certification for Salesforce Implementation Partner, 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 certification for Salesforce implementation partner
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce specialists can simplify 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 approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Know your Customer Survey workflow developing within the airSlate platform, form generation 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 Certification for Salesforce Implementation Partner so that they can rapidly discover ways to change standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many tips on rationalizing their work
Why was this course made?
The Know your Customer Survey Workflow processing Certification for Salesforce Implementation Partner is developed to help you in obtaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s efficiency.
What does studying include?
The course comprises three main stages:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all stages to quickly become a qualified 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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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.
Bots are pieces of software that have been programmed to do certain tasks based on rules and if/then statements. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
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.
You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
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 common idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now, and you'll always be able to learn at a good rate.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
Get the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a certain tutorial, please contact us.
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.