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Advance your Salesforce skills for greater performance with the airSlate Academy training course
259 students
Advance your Salesforce skills with airSlate training course and discover new perspectives for your business. Learn how to improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this studying program to show the value of document workflow automation and reveal practical insights on how to use its features for greater efficiency. Our training course leads you on how to set up automation for your CRM processes and shift your attention from routine to more crucial activities.
By the end of this course, you will know how to develop and handle your day-to-day CRM workflows most productively, discover ways to route records between documents and systems with manual data input problems left behind, and significantly improve your Salesforce skills.
By the end of this course, you will know how to develop and handle your day-to-day CRM workflows most productively, discover ways to route records between documents and systems with manual data input problems left behind, and significantly improve your Salesforce skills.
What’s included:
- Lessons explaining the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A training course completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repetitive workflows matters for organization efficiency.
- What Salesforce skills you can get to streamline your regular processes.
- How to get started with airSlate and set up a Workspace for your company.
- How to build document workflows from scratch or utilizing ready-made templates.
- How to configure no-code Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Everyone managing processes in Salesforce and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new career perspectives led by workflow automation expertise
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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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Our platform doesn’t impose any time limits for your studies. You can register and start your training course at any moment. You can put it on pause and get back to your studies whenever you find it convenient. And lastly, your completed courses will remain available whenever you want to renew your knowledge.
Many resources on the web help clarify workflow automation. Our training platform provides one of the most efficient ways for Salesforce admins and users to quickly learn how no-code workflow automation works for their organization and what values it brings. Our training course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Yes, we’ve made all our learning programs cost-free and available for everyone interested. You just need to sign-up with our Academy platform and enroll in the preferred certification program. Advance your Salesforce skills with our training course and practice what you’ve discovered after creating your airSlate account.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands effectively. CRM integration with airSlate helps automate complex document workflows, eliminate errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM increases efficiency within your organization and helps your employees spend less time on boring routines. They can concentrate instead on the things that matter most. Our training course reveals the ways to achieve this.
Advance your Salesforce skills promptly with our training course, which takes just a few hours to go through all its parts. However, if you haven’t utilized our solution before, getting acquainted with all it can do may take more time. We recommend new users start with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your organization.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, such as data routing between forms and software apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our training course, irrespective of their technical background.