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Self-paced
airSlate WorkFlow Automation for Salesforce Bulk Sends
1070 students
30 minutes
Do you know how to send documents to multiple Salesforce recipients in one click? Find out how to automatically send the documents you need to multiple recipients on schedule without copying and pasting emails one by one.
About this course
This course explains how best to organize your complex processes that include large amounts of data, documents, and recipients in Salesforce. You’ll learn how to send multiple documents to any number of Salesforce recipients you need in just the click of a button.
By the end of this course, you'll be able to automatically run your data-driven workflows and connect them to the custom buttons you need for sending documents to multiple recipients in Salesforce.
What’s included?
lessons to schedule and automate sending documents to multiple recipients
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to send documents to multiple Salesforce recipients in one click
How to schedule sending documents to multiple Salesforce recipients
How to keep track of documents created in Salesforce
Who is this course for?
Anyone who wants to easily send documents to multiple Salesforce contacts
Anyone looking to eliminate routine work and accelerate operations in Salesforce
Those who want to advance their career with new skills
Start learning today
Sign now for free
Set up your document distribution in Salesforce, hassle-free
This CRM platform is convenient for managing clients, their requests, and orders. Using the platform to its full potential simplifies many operations, like data systemization and request processing. Still, there are a lot of tasks left for the team to handle manually, like generating and distributing documents with this solution. However, airSlate offers an opportunity to soup up this department by setting up your Bulk Sends in the CRM.
Reduce repetitive operations
Even though sending documents is not the most time-consuming task in the Salesforce document workflow, the team's workload will be noticeably different once you launch the automation. With airSlate tools, you can send documents with data from your CRM to dedicated recipients without spending additional time on each file. It requires 10 minutes to connect the Salesforce account to the airSlate one and set conditions for automated Bulk Send. You can learn how to do it in this brief interactive course.
Access smart automation via your CRM
A genuinely comfortable platform for work has all its crucial features in one place. Integrating your Salesforce account with airSlate allows you to access intelligent automation features in your CRM. No need to switch tabs or choose between software features you need. Have all Salesforce document automation tools at hand and keep your focus on developing your business with smart tools by airSlate.
Learn Salesforce automation in and out
There are many other tasks and processes that are possible to automate with the help of airSlate. Here are a few examples of tasks that Bots for document automation for Salesforce can complete for your team:
- Create Salesforce Records;
- Invoke Salesforce Process on Documents Completion;
- Export data to Salesforce;
- Pre-fill documents from Salesforce Records;
- Update Salesforce Records automatically;
- Pre-fill from Salesforce records with SOQL;
- Notify Salesforce Contacts on Documents Opening;
- Notify Salesforce Contacts on Documents Completion;
- Update Salesforce Records via SOQL;
- Invoke Salesforce Process on Documents Opening;
- Pre-fill Salesforce Record Attachments.
Simply choose the automation to improve your workflow and optimize your productivity immediately.
Discover more Salesforce automation opportunities
Automated document distribution is only one of the skills you can get with this Salesforce course. Take 30 minutes to get all the necessary information on the CRM-integrated automation benefits and practice your skills in your airSlate account. This course is a straightforward interactive training with an emphasis on practice.
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 Sends are an extra feature you can get by integrating your CRM with airSlate WorkFlow’s automation solution. With integrated document automation for Salesforce, you can set up bulk sends of generated documents, automate, schedule, send to multiple recipients, and track completed files. Learn how to use such solutions in this short course for free.
As standalone software, Salesforce cannot generate documents. However, you can optimize your CRM’s feature set by linking it with the airSlate WorkFlow automation tools. With our solution integrated with your platform, you may set it up for sending and distributing documents automatically. All features will be available in your Salesforce interface, so you will not even need to switch between windows or tabs.
The option to send documents individually or in bulk and schedule sending is accessible along with Salesforce document automation by airSlate WorkFlow. You will easily send documents to dedicated recipients right in the Salesforce interface. Take this short training course to learn how to set up Bulk Sends in CRM to optimize your workflow.
With airSlate WorkFlow integrated with your CRM account, you can set up and adjust Salesforce document workflows of any complexity. Our solution is no-code, so there is no need to learn to program or have an engineer manage the integration. If you need to wrap your head around the principles and benefits of airSlate WorkFlow, take 30 minutes to complete this interactive practical course.
If you are looking for a solution that will expand the functionality of your business CRM, look no further than airSlate WorkFlow. It is a powerful solution for document automation that can integrate seamlessly with CRM and add up to the tasks you will manage.
If you want to learn about intelligent tools for CRM, the short Salesforce course by airSlate Academy is what you want. Learn how to generate, send, distribute, and track documents without leaving the tab. This course is free, concise, and practice-oriented, so you can easily set up your first CRM-integrated process while you learn.
airSlate WorkFlow Automation for Salesforce Bulk Sends
The airSlate WorkFlow Automation for Salesforce Bulk Sends course teaches you how to streamline the process of sending documents to multiple recipients directly from Salesforce. You will learn to automate document distribution, schedule sends, and efficiently manage and track documents.
What You'll Learn:
- Bulk Sending: Send documents to multiple users with a single click from Salesforce.
- Scheduling: Set up and manage schedules for sending documents to multiple recipients.
- Tracking: Monitor and manage documents created in Salesforce.
Key Takeaways:
- Efficiency Through Automation: By automating the process of sending documents to multiple recipients directly from Salesforce, you'll eliminate manual, repetitive tasks and significantly increase efficiency in your workflow management.
- Timely and Consistent Sends: Mastering the art of scheduling document sends ensures that your workflows are timely and consistent, contributing to smoother operations and better resource allocation.
- Robust Document Management: Acquiring robust document management skills allows you to track the status, recipients, and revisions of all documents directly from the Salesforce dashboard, enhancing accuracy and reliability in document handling processes.
- Streamlined Communication: Sending documents to multiple recipients in just one click streamlines communication and ensures the timely distribution of important documents, fostering better collaboration and decision-making within your organization.
Course Outcomes:
Upon completing this course, you will be proficient in sending documents to multiple recipients in just one click, a feature that streamlines communication and ensures timely distribution of important documents. You will also be adept at scheduling document sends, allowing you to automate this process and free up valuable time for other critical tasks. Furthermore, you will be equipped to effectively track and manage all documents created within Salesforce, providing you with the tools to monitor progress, make necessary adjustments, and ensure that all workflows are completed accurately and efficiently. This course will leave you well-prepared to leverage airSlate WorkFlow automation to its fullest potential, enhancing your overall productivity and operational effectiveness.