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Develop your Salesforce Administrator skills for greater performance with the airSlate Academy training
259 students
Develop your Salesforce administrator skills with airSlate training 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 learning program to demonstrate the importance of document workflow automation and reveal practical insights on how to utilize its functionality for greater efficiency. Our training leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
By the end of this program, you will know how to build and manage your day-to-day CRM workflows most productively, discover ways to route records between documents and systems with manual data entry problems left in the past, and significantly boost your Salesforce administrator skills.
By the end of this program, you will know how to build and manage your day-to-day CRM workflows most productively, discover ways to route records between documents and systems with manual data entry problems left in the past, and significantly boost your Salesforce administrator skills.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization utilizing 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 skills.
What will you learn?
- Why automating recurring workflows is important for organization efficiency.
- What Salesforce administrator skills you can get to enhance 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 using ready-made templates.
- How to configure no-code Bots for Salesforce integration to appropriately 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 everyday processes
- Everyone seeking new career opportunities 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 set any time restrictions for your studies. You can enroll and start your 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 refresh your expertise.
Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands appropriately. CRM integration with airSlate helps automate complex document workflows, reduce errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM improves productivity within your organization and helps your employees spend less time on tedious routines. They can focus instead on the things that matter most. Our training discloses the ways to achieve this.
Yes, we’ve made all our learning programs cost-free and available for everyone interested. You only need to register with our Academy platform and join the preferred certification program. Develop your Salesforce administrator skills with our training and practice what you’ve learned after registering your airSlate account.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, including data routing between forms and applications. You’ll find them easy to use and quick to learn from, and anyone can get on board with our training, irrespective of their technical background.
A lot of resources on the web help clarify workflow automation. Our studying platform offers one of the most effective ways for Salesforce admins and users to quickly learn how no-code workflow automation works for their business and what values it brings. Our training gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Develop your Salesforce administrator skills promptly with our training, which takes only a few hours to complete all its parts. However, if you haven’t utilized our solution before, getting acquainted 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.