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Self-paced
airSlate WorkFlow Functionality for Salesforce Teams
3177 students
30 minutes
How many challenges do you face when managing your team or enabling specific functionality in Salesforce? Learn how to adjust your workspace, grant permissions to users, and provide access to document workflow automation tools without any additional logins or verification right in Salesforce.
About this course
This course demonstrates how to transform how you manage users in Salesforce by making any actions within your organization simple, automated, and smooth. You'll learn how to simplify work in Salesforce for you and your teams by optimizing time-consuming tasks, delivering more clarity into how processes operate, and keeping your employees aware of their responsibilities and common goals.
By the end of this course, you'll be able to organize teams more efficiently, follow up on a workflow’s status and updates, grant access permissions to different stakeholders, and ensure smooth workflow collaboration inside your Salesforce organization.
What’s included?
lessons to explain how to automate user management in Salesforce
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to make your team’s life easier in your Salesforce organization
How to invite new users and provide them with the necessary access
How to automatically activate or deactivate Salesforce users
Who is this course for?
Anyone who wants to make their Salesforce workspace more engaging
Anyone looking to enhance user management inside Salesforce
Those interested in advancing their career with new skills
Start learning today
Sign now for free
Manage the admin side of Salesforce collaboration with airSlate WorkFlow
Managing teams and employees in a virtual environment can sometimes be very challenging, especially if multiple systems of record and apps are involved. But it’s not the case if you use Salesforce in conjunction with airSlate WorkFlow.
airSlate WorkFlow provides seamless integration with Salesforce. Not only does it allow for frictionless workflow collaboration and automation, but it also creates alignment across your teams and departments. By enabling integration, you, as an admin, can easily grant Salesforce users access to airSlate WorkFlow and vice versa without resorting to multiple verifications and login steps.
Additionally, you'll be able to:
- Give permissions to airSlate WorkFlow users,
- Grant Salesforce users access to an airSlate WorkFlow package directly from Salesforce,
- Automatically trigger activation and deactivation of Salesforce users in airSlate WorkFlow.
Key benefits of airSlate WorkFlow when connected to Salesforce
- Limitless document generation capabilities
Take advantage of advanced tools that let you create neat and professional-looking documents based on existing templates or from scratch following a pre-set conditional logic. - Streamlined data collection
Generate web forms to seamlessly collect data from other users, update or create records in Salesforce based on this data, or automatically pre-fill other documents. - Seamless eSignature and payment collection
Use the built-in eSignature solution to request legally-binding signatures from multiple parties and collect payments directly from documents. - No-code automation
Automate all parts of your workflow using Salesforce bots that require no coding skills or knowledge of programming languages. - Simplified team management
Manage, restrict, and grant access to your employees directly from Salesforce or airSlate WorkFlow with no extra hassle.
Learning the team management side of Salesforce + airSlate WorkFlow integration
At airSlate WorkFlow, we ensure that our customers enjoy a seamless user experience right from the outset. That’s why we created a series of courses dedicated to Salesforce integration with airSlate WorkFlow. You can take them on your terms and at your own pace. We’ve dedicated one of the courses to the ins and outs of setting up the admin side of the Salesforce integration with airSlate WorkFlow.
There’ll be no better time to make your business processes more synchronized and streamlined across your Salesforce and airSlate WorkFlow accounts. Try airSlate WorkFlow, learn with the airSlate Academy, and more easily integrate with Salesforce!
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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A Team (or an Account Team) is an account setup for a specific circle of users working on a particular project. Within an Account Team, admins can assign roles and role-specific tasks to users and track the overall project progress.
Enabling a team in Salesforce gives employees from different departments that work on mutual cases more flexibility. To enable Account Teams, simply navigate to the Account Teams setup page and tick the box Accounts Teams Enabled option → hit Save. Choose an account layout and set up the team roles. Add yourself and other users to the team, define your added users' access level, and finish the setup process. Please visit this page to get more details on enabling a team.
Opportunity teams represent a group of users whose workflow collaboration centers around developing a successful sales pipeline. Usually, these groups consist of account managers, sales reps, and other sales experts.
Salesforce collaboration encompasses a variety of tools that teams across departments can use to keep up with your company’s projects, share insights and knowledge, and stay on top of their tasks and strategies.
Yes. Salesforce provides numerous opportunities for internal and external collaboration and team management. One of them is enabled by integrations with other solutions, like airSlate WorkFlow. This no-code automation platform helps put your Salesforce document workflows on autopilot and automate any action related to them.
Today, there is an abundance of resources you and your team can use to learn how Salesforce works. One of the most popular ones is Trailhead. Salesforce experts developed it to offer everyone a wide range of learning materials, workshops, and other free training possibilities. However, if you’d like to upgrade your Salesforce document workflow automation, check out airSlate Academy’s specialized courses on Salesforce integration. They’re free and require no steep learning curve. Visit the airSlate Academy and enroll in our classes now!
airSlate WorkFlow Functionality for Salesforce Teams
The airSlate WorkFlow Functionality for Salesforce Teams course teaches you how to seamlessly integrate airSlate WorkFlow with your Salesforce organization. Learn to manage workspaces, grant permissions, and provide access to airSlate WorkFlow packages directly within Salesforce, eliminating the need for additional logins or verifications.
What You'll Learn:
- Inviting and activating airSlate WorkFlow teammates in Salesforce.
- Automatically activating or deactivating users in airSlate WorkFlow.
Key Takeaways:
- Seamless User Access: Simplify the process of giving your Salesforce teammates access to airSlate WorkFlow. Users can start using airSlate WorkFlow within Salesforce without needing to register or log in separately.
- Efficient User Management: Automate user activation and deactivation to keep your team’s access current. By setting up automated processes, you can ensure that as soon as a user is created or deactivated in Salesforce, the same actions are mirrored in airSlate WorkFlow.
- Enhanced Integration and Customization: Learn to create custom buttons and processes in Salesforce to run workflows and access airSlate WorkFlow features directly. This allows for a more integrated and user-friendly experience, boosting efficiency.
- Workspace Management: Manage your airSlate WorkFlow workspace directly from Salesforce. Grant permissions, manage user roles, and ensure your team has the right access to perform their tasks efficiently.
Course Outcomes:
By the end of this course, you will be proficient in managing airSlate WorkFlow access for your Salesforce team. You will be able to invite, activate, and deactivate users automatically, ensuring streamlined and efficient workflow management. Enroll now to enhance your team's productivity and simplify user management with integrated airSlate WorkFlow functionalities in Salesforce.