Self-paced

Level up your skills in business document automation for Salesforce partners specialist with our certification course

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259 students
Learn the ins and outs of business document automation for Salesforce partners specialist with airSlate Academy certification course and discover new perspectives for your business. Find out how to improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
Level up your skills in business document automation for Salesforce partners specialist with our certification course

About this course

We’ve created this studying program to show the importance of document workflow automation and reveal practical insights for Salesforce partners specialist to utilize its capabilities for greater efficiency. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more critical activities.
By the end of this course, you will know how to develop and manage your daily CRM workflows most productively and learn how to route records between forms and systems with manual data entry problems left behind.

What’s included:

  • Lessons explaining the specifics of business document automation for Salesforce partners specialist using airSlate.
  • Final quiz to review and consolidate the knowledge you received about workflow automation.
  • A certification course completion badge for your CV and LinkedIn profile as proof of your new expertise.

What will you learn?

  • Why automating repeating workflows is important for company efficiency.
  • What crucial tasks Salesforce partners specialist can enhance with no-code automation capabilities.
  • How to get started with airSlate and set up a Workspace for your company.
  • How to build document workflows from scratch or using ready-made templates.
  • How to set up Bots for Salesforce integration to accurately route data between systems.

Who is this course for?

  • Salesforce partners specialist and anyone constantly working in your CRM
  • Salesforce users interested in streamlining their daily processes
  • Everyone looking for new career opportunities led by workflow automation expertise

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Every certification course on our platform requires only a few hours to go through all its parts. However, if you haven’t used our solution before, getting acquainted with all it can do may take longer. We recommend new users start with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your situation.

No, you won’t need any particular expertise or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, like data transition between forms and apps. You’ll find them simple to use and quick to learn from, and anyone can get on board with our certification course, irrespective of their technical background.

A lot of resources on the web help clarify workflow automation. Our training platform provides one of the most efficient ways for Salesforce partners specialist to quickly find out how no-code workflow automation works for their business and what values it brings. Our certification course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.

Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs effectively. CRM integration with airSlate allows Salesforce partners specialist to automate complex document workflows, minimize errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM increases productivity within your organization and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training courses reveal the ways to achieve this.

Yes, we’ve made all our learning programs free of charge and available for everyone interested. You only need to sign-up 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.

Our platform doesn’t impose any time restrictions for your studies. You can enroll and start your course at any moment. You can put it on pause and return to your studies whenever you it is convenient. And lastly, your completed courses will remain available whenever you want to renew your expertise.