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Self-paced
Getting Started with airSlate WorkFlow for Salesforce
527 students
30 minutes
Are your data-heavy operations in Salesforce fast and seamless? Retain control of your document workflows by automatically launching and optimizing them without leaving your Salesforce organization.
About this course
This course explains how to address the most common challenges businesses face while handling document workflows within their Salesforce organization. You’ll learn how to best apply document workflow automation to streamline the most troublesome and data-heavy operations in Salesforce.
By the end of this course, you'll be able to start your work with document workflow automation in Salesforce, automate data routing, and create and automatically run document workflows connected to Salesforce.
What’s included?
lessons to apply document workflow automation in Salesforce
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to get started with document workflow automation in Salesforce
How to automatically run document workflows in one click from Salesforce
How to automate actions for your document-related operations in Salesforce
Who is this course for?
Anyone who wants to automate data-heavy processes for their Salesforce organization
Anyone looking to eliminate routine work and accelerate their operations in Salesforce
Those who want to advance their career with new skills
Start learning today
Sign now for free
Learn how to extend your Salesforce automation with airSlate
Salesforce has long been the most popular CRM solution on the market. It’s tough to compete with when it comes to the versatility of its sophisticated features and countless possibilities for automation and customization.
However, there’re still some key features that Salesforce is missing, like a unified document generation, management, and automation solution. Luckily, there’s airSlate, a no-code document workflow automation platform. It enables users to extend and enhance Salesforce’s core functionality and make a company’s Salesforce operations and back-end processes more consistent across its teams and departments.
airSlate’s seamless integration makes it easier to generate documents directly from Salesforce and build logically structured document approval workflows around them. This integration allows users to set up web forms for smooth data collection, negotiate and redline contracts, create complex multi-level eSignature workflows, and more.
Here’s what Salesforce automation with airSlate’s suite of tools can bring to the table:
- Advanced document creation capabilities featuring the pre-fill with existing data option for flawless, error-free data entry.
- More streamlined and simplified document routing between multiple parties.
- Automated Salesforce record updates based on data provided by users in fillable forms.
- Creation of new Salesforce records based on collected data with minimal manual input.
Scratch the surface of workflow process automation in Salesforce with airSlate Academy
We understand that taking a step toward automating workflows in Salesforce with airSlate may generate some uncertainty. That’s why we decided to create a brand new introductory course to dispel doubts about using our solution for automating your data-heavy Salesforce operations centered around document approval, execution, and data collection. By registering for this course, you and your colleagues will ensure the successful adoption of airSlate’s automation tools.
You can take the course at a pace you find comfortable. Another perk of enrolling in this Salesforce course is a certificate proving you’ve completed it.
And the icing on the cake? It’s free for everyone! Don’t wait another minute. Explore our airSlate for Salesforce course now!
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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Salesforce is a Jack of all trades in the modern world of CRM solutions. It’s a robust platform offering a holistic approach to handling customer records, providing enhanced data-driven analytics, engaging and interacting with customers, managing data-heavy tasks, and more. One of the most considerable advantages of using Salesforce is integrating it with a constellation of tools, services, and apps, including airSlate WorkFlow.
Salesforce automation describes using various tools to automate repetitive back-office tasks, the complexity of which doesn’t matter. These tools can help users map out, build, and configure well-structured flows and approval cycles based on specific rules, user actions, or nested logic. They can be complemented and supercharged by solutions like airSlate WorkFlow to get the most out of a company’s sales efforts.
Automating workflows in Salesforce enables users to cut down on the monotonous tasks in sales, marketing, and customer service that they would otherwise perform manually. These tasks include but are not limited to creating and keeping accurate and up-to-date records, ensuring you and your team are on top of deadlines with automated notifications and alerts, and more. All these processes can be put together and organized into workflow instances with logic that makes sense to your business.
The answer to this question can be manifold. Depending on the department the task is initiated by and its complexity, you can take advantage of different approaches to automating it. Salesforce comes with a variety of automation solutions available under different plans. Review this page to learn about automating tasks with maximum efficiency. If you’re looking for ways to streamline document-based workflows, airSlate WorkFlow is the best option.
airSlate WorkFlow is one of the best options to automate your Salesforce operations. By creating a synergy between these two business solutions, users can streamline document-based processes, like document generation, contract negotiation, approval, and eSignature collection, and sync them across multiple touchpoints.
airSlate Academy has introduced a series of courses that help users gain a more in-depth understanding of how to automate Salesforce processes even better with airSlate WorkFlow. Our online courses provide many introductory insights into what Salesforce automation looks like when enhanced by airSlate WorkFlow. You can take the course on your terms whenever it suits your schedule. Upon successful completion, all participants will receive certification of their study.
Getting Started with airSlate WorkFlow for Salesforce
The Getting Started with airSlate WorkFlow for Salesforce course is designed to help Salesforce users enhance their CRM experience by integrating airSlate's document workflow automation. This course offers a comprehensive introduction to the benefits and functionality of airSlate WorkFlow and demonstrates how it can streamline data-heavy and repetitive tasks within Salesforce.
What You'll Learn:
- Value Addition: Discover how airSlate WorkFlow adds significant value to Salesforce by reducing manual tasks and increasing efficiency.
- Value Addition: How to specify a time for when recipients will receive reminders
- Installation and Configuration: Learn to install and configure the airSlate WorkFlow application within your Salesforce environment.
- Core Components: Understand the key components of airSlate WorkFlow integration and their applications.
- Workflow Automation: Gain skills to create, automate, and manage document workflows directly connected to Salesforce.
Key takeaways:
- Comprehensive Understanding of Integration Components: Learn how these components work together to automate data collection, document generation, and record updates within Salesforce.
- Creating and Running Automated Workflows: Master the skills needed to create custom document workflows that are automatically triggered and connected to Salesforce.
- Document Generation and Management: Understand how to generate documents like price lists, business proposals, and quotes using data from Salesforce.
- Automatic Data Synchronization: Learn to create and update Salesforce records automatically based on data filled in documents, reducing manual data entry.
- Conditional Routing and Workflow Customization: Learn to create document workflows with conditional routing, allowing documents to be distributed and collaborated on based on predefined criteria.
- Integration Bots for Advanced Automation: Understand how to configure these bots to automate complex tasks and enhance workflow automation.
- Visibility and Audit Trails: Track workflow progress, document approvals, and other critical actions in real time, ensuring transparency and accountability.
Course Outcomes:
By the end of this course, you'll have a thorough understanding of how to leverage airSlate WorkFlow to enhance your Salesforce environment, driving efficiency, accuracy, and productivity in your document management and workflow processes.