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Self-paced
Upgrade your for business system analyst expertise 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 Automation Certification Program for Business System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About know your customer survey automation certification program for business system analyst
Our quick-start studying program provides the fundamentals of business process automation and describes how Salesforce professionals can streamline their everyday 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 steps of the Know your Customer Survey workflow building within the airSlate platform, form generation and pre-populating, 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 Automation Certification Program for Business System Analyst so that they can quickly learn how to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work
Why was this course made?
The Know your Customer Survey Automation Certification Program for Business System Analyst is created to help you in gaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s efficiency.
What does studying involve?
The training includes three main levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a certified specialist 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
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Discover 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 course, please contact us.
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.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
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.
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.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a better concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. 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.