to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your performance with the airSlate Academy online course for Salesforce admin role
259 students
Discover new perspectives for your business with the latest airSlate Academy online course for Salesforce admin role. 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 demonstrate the value of document workflow automation and reveal practical insights for Salesforce admin role to use its capabilities for better productivity. Our online course leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
After finishing this course, you will know how to build and manage your everyday CRM workflows most productively and discover ways to route records between forms and systems with manual data entry hassles left behind.
After finishing this course, you will know how to build and manage your everyday CRM workflows most productively and discover ways to route records between forms and systems with manual data entry hassles left behind.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A online course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repetitive workflows matters for company efficiency.
- What crucial tasks Salesforce admin role can improve with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your organization.
- How to build document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce admin role and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new career perspectives led by workflow automation expertise
Start learning today
Sign now for free
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.
Need help?
Contact Support
Every online course on our platform requires just a few hours to go through all its parts. However, if you haven’t worked with our solution before, getting acquainted with all it can do may take more time. We recommend new users begin with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your organization.
Our platform doesn’t impose any time limits for your studies. You can register and start your course at any time. You can put it on pause and get back to your studies any time you find it convenient. And finally, your accomplished courses will remain available whenever you want to refresh your knowledge.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, like data transition between documents and apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our online course, no matter their technical background.
Yes, we’ve made all our studying programs free of charge and available for everyone interested. You only need to register with our Academy platform and enroll in the preferred certification program. If you haven’t set up an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.
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 enables Salesforce admin role to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves efficiency within your organization and helps your team members spend less time on boring routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.
A lot of resources on the web help explain workflow automation. Our training platform offers one of the most efficient ways for Salesforce admin role to quickly find out how no-code workflow automation works for their organization and what values it brings. Our online course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.