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Self-paced
Upgrade your for CRM system analyst expertise 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 Automation Certification for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About customer enquiry automation certification for CRM system analyst
Our quick-start studying program provides the basics of business process automation and clarifies how Salesforce professionals can improve their daily routine in real examples. After completing the course, you will be able to automate and boost your Customer Enquiry workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Customer Enquiry workflow building using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Customer Enquiry Automation Certification for CRM System Analyst so that they can quickly discover ways 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 a lot of recommendations on rationalizing their processes
Why was this program created?
The Customer Enquiry Automation Certification for CRM System Analyst is made to help you in obtaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to discover the most advanced ways of enhancing your business’s efficiency.
What does studying include?
The training comprises three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A detailed description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all levels 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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You can take as many classes as you want, the answer is yes. But we suggest that you don't sign up for too many classes at once, since some of them need your full attention. Sign up now to maintain a productive learning pace at all times.
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 at any moment if you require assistance.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
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 certain training course you might be interested in, please contact us.
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.
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.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a common idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
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.