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Self-paced
Collecting Data for Salesforce Records
898 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.
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
Start learning today
Sign now for free
Optimize your Salesforce data collection processes in several clicks with airSlate WorkFlow
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 analytics 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 dooms you to suffer from the most common challenges of manual data processing:
- Unproductivity.
- Compliance risks.
- Human errors.
- The tremendous cost of manual processes.
airSlate WorkFlow 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 WorkFlow?
airSlate WorkFlow grants you an opportunity to collect data and avoid workflow automation problems. And it's more than just a workflow automation platform. airSlate WorkFlow 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 Getting Started with airSlate WorkFlow for Salesforce course and Integrating airSlate WorkFlow with 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.
Need help?
Contact Support
Use tabs, search, or lists to find and view your records. To view all standard and custom objects in your org, click the plus icon (+). To see the records for a particular object, click the record’s tab. 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.
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 WorkFlow 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 WorkFlow).
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.
Collecting Data for Salesforce Records
Unlock the power of seamless data collection and integration with Salesforce through the Collecting Data for Salesforce Records course. This comprehensive program teaches you how to leverage airSlate WorkFlow’s dynamic web forms to automate data processes, minimizing errors and manual data entry.
What You'll Learn:
- Creating and Customizing Web Forms: Build web forms from scratch or templates, incorporating elements like checkboxes, dropdowns, and fillable fields.
- Adding Conditional Logic: Implement logical sequences to show or hide form elements based on user responses.
- Using Web Form Data in Salesforce: Automatically generate new records in Salesforce using data from web forms.
- Updating Salesforce Records: Learn to update related records in Salesforce, ensuring all information is current without manual intervention.
- Executing SOQL Queries: Use SOQL queries to update multiple related records efficiently.
Learning Objectives:
- Design and deploy customized web forms using airSlate WorkFlow.
- Integrate conditional logic into your forms for enhanced user interaction.
- Automate the creation and updating of Salesforce records based on form submissions.
- Utilize SOQL queries for advanced data updates within Salesforce.
Key Takeaways:
- Enhanced Efficiency: Streamline your data collection processes, reducing the need for manual data entry and minimizing errors.
- Improved Data Management: Ensure your Salesforce records are always up-to-date with automated data handling.
- Better User Experience: Create user-friendly forms that adapt to input, improving the data collection experience.
Course Outcomes:
Upon completing our course, you will master web form creation and customization, workflow design, updating Salesforce records, and many more. Enhance your data collection efficiency, optimize workflow distribution, and boost your individual and team productivity. Start learning with airSlate Academy today!