Collecting Data for Salesforce Records


Collecting Data for Salesforce Records

Forget about time-consuming and error-prone data collection. Learn how to automate document workflows to collect customer data with ease and seamlessly route the received data to Salesforce.

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About this course:

Imagine collecting and routing data from your customers in Salesforce to document workflows of any complexity — requiring no manual input or extra interactions. Sounds great?

In this course, we’ll take a closer look at how to make this happen.

What does this course cover?

This course will guide you through the process of creating end-to-end workflows to automate data collection for Salesforce, as well as creating new and updating existing records based on the received information.

Why was this course made?

We created this course to help you simplify the most complex document workflows in your Salesforce organization. Automatically pull your customer data from the documents you share and push it into new or existing Salesforce records, and vice versa.

Who can enroll?

Anyone can enroll in this course to learn how to advance their data-heavy workflows in Salesforce while getting the most out of data collection in airSlate.

The materials for this course include:

  • learning resources to help you automate and accelerate data routing for your Salesforce organization.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to accelerate document workflows that include customer data collection
How to automatically collect data for Salesforce and provide a seamless experience for you customer
How to create new and update existing records with new data in Salesforce
Duration 30 minutes
Certificate A sharable achievement is included
Subject Collecting Data for Salesforce Records
Level Advanced
Language English
Price FREE



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Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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