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Self-paced
Running Salesforce Operations in airSlate WorkFlow
2011 students
30 minutes
How much time do you spend on scheduling and running parallel tasks in Salesforce? Find out how best to handle multi-level Salesforce processes, including visualizing steps, sending multiple documents at once, and managing access permissions for different recipients.
About this course
This course takes you through the process of transferring complex operations into simple processes in Salesforce while adjusting access limitations. You'll learn how to boost data routing and document workflows in Salesforce by ensuring multi-role permissions for documents.
By the end of this course, you'll be able to automate, plan, visualize, and run operations that require automation and set up role-based routing for your Salesforce organization.
What’s included?
lessons to explain how to plan and visualize complex document workflows
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to run multi-level document workflows and connect them to Salesforce
How to create document workflows with parallel document sending
How to perform actions based on conditions in documents
How to secure your documents by adjusting multiple levels of access
How to automatically send notifications to Salesforce contacts
Who is this course for?
Anyone who wants to enhance the way they handle complex operations
Anyone looking to make their document workflow accurate and transparent
Those interested in advancing their career with new skills
Related workflows
Start learning today
Sign now for free
Fresh techniques of approving and eSigning documents in Salesforce to optimize your processes
Focusing on customers is a critical factor for any business' success. As the world’s most popular CRM solution, Salesforce helps companies deal better with their prospects, manage sales, close more contracts, and improve customer experience. It’s a highly complex multi-level platform combing many applications, which, unfortunately, is what causes many of its functionality shortfalls.
Software integration helps resolve these issues and improve process management within the platform, saving you time and effort to complete your tasks. Automated and accurate generation of business documents in Salesforce is one of the most significant gaps you can close just by connecting extra software. The platform’s AppExchange market offers numerous solutions for this, but here’s one that efficiently builds automated workflows and requires minimum time for employee training.
Top solution for Salesforce document workflow automation
airSlate WorkFlow is currently the all-in-one, no-code workflow automation platform that most easily integrates with other business applications. It’s a perfect solution for Salesforce automation, as it provides the following capabilities:
- Quick and easy form generation. Create and edit business forms pre-populated with CRM records, set up multi-level document workflows, and manage them all without leaving Salesforce.
- Legally-binding electronic signatures. Enjoy the safest and most efficient way to approve contracts and collect them signed within minutes.
- Safe paperwork sharing and storing. Configure parallel document sending to multiple recipients, get notifications when they open or finish completing them, and find your forms automatically exported to a particular CRM record or other cloud storage.
- Instant and accurate CRM record update. Set up data exchange between two platforms to automatically create new Salesforce records, update the existing ones, and trigger particular process launching.
No matter how complex your document flow is, airSlate WorkFlow will help you simplify it to the maximum. Implementing its no-code automation and integration bots is a new way of working and completing tasks effectively.
New Salesforce course from airSlate Academy
Despite airSlate WorkFlow being a no-coding and easy-to-use solution, it still requires specific training, especially in streamlining Salesforce workflows. That’s why we’ve created a specialized course on building and optimizing the most complex document processes, setting up limited access to contracts and other business forms, promptly eSign them and getting your work done efficiently. The course takes around 30 minutes of your time but guarantees beneficial effects for your company’s productivity. Enroll today!
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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Nowadays, most companies prepare paperwork in digital format. For an electronic signature to be valid and legally binding, you must create it with a trustworthy and industry-compliant software solution. airSlate WorkFlow is a perfect platform for eSigning documents quickly and easily within streamlined, automated workflows.
Salesforce is a leading CRM platform used for managing sales, marketing, and customer service. However, it doesn’t have native electronic signature instruments. You can resolve this issue and quickly approve documents in Salesforce by integrating your CRM with airSlate WorkFlow, one of the market's most effective no-code workflow automation platforms.
Salesforce’s CRM allows users to upload forms, edit them, and manually create templates with the relative tools. Users can find detailed instructions for these tasks on the Salesforce Help pages. To streamline your Salesforce workflows, however, we recommend you integrate the platform with airSlate WorkFlow. Its no-code bots provide automatic document generation, eSigning, and sharing within your CRM solution.
Specialists using Salesforce can create and manage contracts within the platform. However, document workflow automation tools, like airSlate WorkFlow, make this process easier and more efficient. This way, you can automatically generate agreements pre-populated with Salesforce records, send them for eSigning, export completed paperwork to a relative record, and trigger particular actions within the platform.
Salesforce automation using airSlate WorkFlow’s no-code bots provides a fast and straightforward way to set up document workflows in your CRM and keep track of their running. When installing an automation or integration bot for a particular process, you just need to configure the rules and conditions for it to work. After you launch your workflow instance, your bots' actions will be documented in the audit trail.
Salesforce is a complex CRM platform with multiple applications and software integrations; it takes time to learn its functionality thoroughly. airSlate Academy offers quick and intensive specialized training for everyone who wants to enhance their productivity while exploiting this CRM. Join the airSlate Academy and learn how to get the most out of software integrations. Each Salesforce course dedicated to streamlining document management consists of theoretical and practical parts and takes around 30 minutes.
Running Salesforce Operations in airSlate WorkFlow
Running Salesforce Operations in airSlate WorkFlow equips you with the skills to automate and visualize complex workflows. You'll learn to manage role-based routing, notifications, and access permissions for both internal and external Salesforce contacts.
What You'll Learn:
- Customization: Add and customize essential workflow elements.
- Workflow Creation: Design workflows with parallel document sending and conditional logic.
- Access Control: Adjust access levels for multiple recipients.
- Notifications: Configure automated notifications for Salesforce contacts using no-code bots.
Key Takeaways:
- Conditional Logic: Enhance workflow flexibility by incorporating conditional logic to dynamically control process steps and branches based on predefined criteria.
- Automation: Improve communication and efficiency by configuring automated notifications to proactively update and engage your Salesforce contacts, fostering better collaboration and timely actions. Build and Visualize Workflows: Leverage the intuitive workflow builder tool to effortlessly design intricate multistep workflows with branching capabilities for enhanced process management.
- Role-Based Routing: Streamline document handling by assigning specific roles and tailoring permissions to ensure secure and efficient workflow progression.
Course Outcomes:
By enrolling in this comprehensive course, you will gain valuable insights into customizing workflow elements tailored to your specific needs. Explore the intricacies of designing complex multistep workflows to optimize efficiency. Learn to automate personalized notifications for Salesforce contacts, enhancing communication strategies. Acquire in-depth knowledge to excel in managing your document workflows effectively. Don't miss out on this opportunity to revolutionize how you handle data workflows - enroll now!