Collecting Data for Salesforce Records

Star Rating
450 students
30 minutes
Is collecting customer data taking too much time and creating hassle for your business in Salesforce? Automate your document workflows, collect customer data with ease, and seamlessly route data between the systems you’re using.
Collecting Data for Salesforce Records

About this course

This course shows you how to work with customer data more efficiently in your Salesforce organization. It helps to eliminate manual input or extra interactions that take place when collecting, processing, and storing data in multiple systems, including CRMs and cloud storage apps.

By the end of this course, you'll be able to enhance your data-heavy workflows in Salesforce and automatically collect and route customer data between new or existing Salesforce records and vice versa.

What’s included?

lessons to explain how to automate data collection and routing
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to enhance data-heavy workflows and improve the customer experience
How to automate customer data collection, processing, and routing
How to create new and update existing records based on filled-in data
How to create document workflows with conditional logic

Who is this course for?

Anyone who wants to automate data collection for complex operations
Anyone looking to accelerate data routing for their Salesforce organization
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Optimize your Salesforce data collection processes in several clicks with airSlate

Businesses of all sizes must maintain a firm grasp of all their statistics, from sales to customer relations. Failing to analyze and control it can jeopardize any company's well-being and lead to revenue losses. However, you don’t need to consider damage control when adopting software that can automate data collection and transform your day-to-day operations. airSlate offers you a feature-robust, all-in-one holistic solution that amplifies collecting information and optimizes each process of your organization's operations.

Integration with Salesforce opens new horizons of next-gen workflow automation and analitics reporting for your company. This Salesforce course answers the most common questions about automating document workflows and gives you techniques to take your operations to the next level.

The unlimited potential of data collection automation

In the modern day and age, relying on manual information processing has become impossible. The sheer amount of data generated daily doom you to suffer from the most common challenges of manual data processing:

  • Unproductivity.
  • Compliance risks.
  • Human errors.
  • The tremendous cost of manual processes.

airSlate for Salesforce resolves all these issues, giving you an upper hand in clean, high-quality statistics collection. Regardless of company size and industry, you need to automate data collection and use cost-efficient and user-friendly solutions. In doing so, you will see improvements in your data reports and statistics right away:

  • No more human errors in data input.
  • Accelerated processes.
  • Better accuracy.
  • A cost-wise solution for all departments and employees.

Why choose airSlate?

airSlate grants you an opportunity to collect data and avoid workflow automation problems. airSlate is more than just a workflow automation platform. It is a complete package with a comprehensive PDF editor, esignature, web-forms builder, and countless integrations that will make your tasks as easy as ever.

The airSlate Academy Salesforce course gives you insights about collecting, updating, and syncing your data records across both platforms. Get a better understanding of your Salesforce records with other airSlate Academy airSlate for Salesforce: Getting Started course and Document Workflow Automation for Salesforce Certification Program available for you anytime. Enjoy self-paced free training that provides you with certification showcasing your new knowledge.

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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The answer depends on the type of record. A Salesforce record type allows you to assign different processes and layouts to users based on their profiles and roles. It helps you manage your data and avoid confusion or data loss. You may collect the same data using different types and stay updated on their changes.

Salesforce uses Oracle to power and structure its databases and Oracle components to secure and repair features to improve the end-product. Users manage data according to its identifiers. For instance, you can access Marketing data that you’ve collected in Sales records in Salesforce.

airSlate allows you to integrate your data collection processes directly with Salesforce. With it, you can export and import data unimpeded by manual data entry's slow speed and inaccuracies and strengthen your Salesforce data analytics. You need only to connect the two platforms and let them execute your standard business procedures.

Salesforce provides you with the data collection tools you need to:

  • Identify data you need.
  • Automate reports and analytics, boosting data quality and accuracy.
  • Import and export data from third-party software (for instance, airSlate).
The most common example of data collection is user identity, followed by engagement, feedback, and attitude. You can perform quality audits according to criteria you want to improve. Later, you can configure the data according to your needs and access it through your profile.

Automated data collection is essential to avoid most common problems associated with manual data input and analysis. Automation prevents data duplication, loss of valuable records, privacy and security issues, and weak reporting and analytics. It is the part of the document management workflow that boosts productivity and improves department communication.

There are plenty of online courses available for users of any background. One of the most effective ways to learn data collection is airSlate Academy’s Salesforce course online, which provides you with essential knowledge on how to sync two platforms for the most fruitful results. Streamline all your data collection processes with a self-paced and completely free course.