Catalog Certifications

Automations

Learn to automations alongside other business rules.

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About this course

Welcome to this course on Automations. This course will expand your knowledge of automations within your Zendesk instance. You'll understand why automations are important for your workflows and learn how to configure and manage them. Then, you'll see how automations interact with each other, where to begin troubleshooting automation issues, and which limitations impact automations.

Course topics

  • Configure foolproof automations
  • Manage and maintain your automations
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Audience

This course is relevant to admins using Support who want to customize default automations and create new ones.

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Prerequisites

Foundational Support Learning Path

 

Curriculum81 min

  • Configure foolproof automations
  • Why do automations matter? 5 min
  • Difference between automations and triggers 4 min
  • Knowledge check 1 min
  • Demo: Review a default automation 4 min
  • Time-based conditions
  • 'Greater than' instead of 'is' 4 min
  • Nullifying conditions and actions 4 min
  • An SLA breach automation 4 min
  • ‘Less than’ instead of ‘is’ 4 min
  • Best practices and hands-on activity 7 min
  • Additional automation examples
  • Additional automation examples 5 min
  • Knowledge checks 3 min
  • Manage and maintain your automations
  • Why does automation organization matter? 5 min
  • Avoid conflicting automations 3 min
  • Knowledge check 1 min
  • Demo: Reorder and cleanup your automations 4 min
  • Hands-on activity 5 min
  • Troubleshooting automations 3 min
  • Automation limitations 3 min
  • Knowledge check 1 min
  • Wrap up
  • Share your feedback 5 min
  • Course summary 4 min
  • Key terms 2 min

About this course

Welcome to this course on Automations. This course will expand your knowledge of automations within your Zendesk instance. You'll understand why automations are important for your workflows and learn how to configure and manage them. Then, you'll see how automations interact with each other, where to begin troubleshooting automation issues, and which limitations impact automations.

Course topics

  • Configure foolproof automations
  • Manage and maintain your automations
icon of a group

Audience

This course is relevant to admins using Support who want to customize default automations and create new ones.

icon of a checklist

Prerequisites

Foundational Support Learning Path

 

Curriculum81 min

  • Configure foolproof automations
  • Why do automations matter? 5 min
  • Difference between automations and triggers 4 min
  • Knowledge check 1 min
  • Demo: Review a default automation 4 min
  • Time-based conditions
  • 'Greater than' instead of 'is' 4 min
  • Nullifying conditions and actions 4 min
  • An SLA breach automation 4 min
  • ‘Less than’ instead of ‘is’ 4 min
  • Best practices and hands-on activity 7 min
  • Additional automation examples
  • Additional automation examples 5 min
  • Knowledge checks 3 min
  • Manage and maintain your automations
  • Why does automation organization matter? 5 min
  • Avoid conflicting automations 3 min
  • Knowledge check 1 min
  • Demo: Reorder and cleanup your automations 4 min
  • Hands-on activity 5 min
  • Troubleshooting automations 3 min
  • Automation limitations 3 min
  • Knowledge check 1 min
  • Wrap up
  • Share your feedback 5 min
  • Course summary 4 min
  • Key terms 2 min