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Level up your performance with the airSlate Academy training for Salesforce admin
259 students
Discover new perspectives for your business with the latest airSlate Academy training for Salesforce admin. Learn how to improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this learning program to demonstrate the value of document workflow automation and disclose practical insights for Salesforce admin to utilize its features for better productivity. Our training leads you on how to set up automation for your CRM processes and shift your focus from routine to more critical activities.
After finishing this program, you will know how to build and handle your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data input hassles left in the past.
After finishing this program, you will know how to build and handle your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data input hassles left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to review and consolidate the knowledge you received about workflow automation.
- A training completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repetitive workflows is important for organization efficiency.
- What crucial tasks Salesforce admin can enhance with no-code automation features.
- How to get started with airSlate and set up a Workspace for your organization.
- How to create document workflows from scratch or utilizing ready-made templates.
- How to set up Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce admin and anyone constantly working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new career perspectives led by workflow automation skills
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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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Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs appropriately. CRM integration with airSlate allows Salesforce admin to automate complex document workflows, minimize errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM improves productivity within your organization and helps your staff spend less time on boring routines. They can focus instead on the things that matter most. Our training courses disclose the ways to achieve this.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, including data routing between documents and software apps. You’ll find them simple to use and quick to learn from, and anyone can get on board with our training, irrespective of their technical background.
Every training 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 familiar with all it can do may take longer. 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.
Many resources on the web help clarify workflow automation. Our learning platform offers one of the most effective ways for Salesforce admin to quickly find out how no-code workflow automation works for their business and what beliefs it brings. Our training gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Our platform doesn’t set any time restrictions for your studies. You can register and start your training course whenever you want. You can put it on pause and return to your studies any time you find it convenient. And lastly, your accomplished courses will be available whenever you want to renew your expertise.
Yes, we’ve made all our learning programs totally free and available for everyone interested. You just need to register with our Academy platform and enroll in the chosen certification program. If you haven’t registered an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.