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Self-paced
Sharpen your for Salesforce professional roles with customer enquiry 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 Customer Enquiry Workflow processing Certification for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry workflow processing certification for Salesforce professional
Our quick-start studying program provides the basics of business process automation and explains how Salesforce specialists can simplify their everyday routine in real examples. After completing the course, you will be able to automate and improve your Customer Enquiry workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Customer Enquiry workflow building within the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Customer Enquiry Workflow processing Certification for Salesforce Professional so that they can rapidly learn how to turn regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many tips on rationalizing their work
Why was this course made?
The Customer Enquiry Workflow processing Certification for Salesforce Professional is created to assist you in getting no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of enhancing your business’s productivity.
What does studying include?
The course consists of three main levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation expertise.
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
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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 courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
Get the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a specific training course, please contact us.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
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.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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 understand how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
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. Please contact us whenever you need help.
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.