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Level up your skills in digital document workflow for Salesforce marketing cloud admin with our certification
259 students
Learn the ins and outs of digital document workflow for Salesforce marketing cloud admin with airSlate Academy certification and discover new perspectives for your business. Find out 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 importance of document workflow automation and disclose practical insights for Salesforce marketing cloud admin to use its functionality for better productivity. Our certification leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
By the end of this course, you will know how to develop and manage your everyday CRM workflows most productively and discover ways to route data between forms and systems with manual data entry problems left in the past.
By the end of this course, you will know how to develop and manage your everyday CRM workflows most productively and discover ways to route data between forms and systems with manual data entry problems left in the past.
What’s included:
- Lessons describing the specifics of digital document workflow for Salesforce marketing cloud admin using airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating recurring workflows matters for business efficiency.
- What key tasks Salesforce marketing cloud admin can enhance with no-code automation features.
- 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 Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce marketing cloud admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new job 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 enables Salesforce marketing cloud admin to automate complex document workflows, eliminate 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 company and helps your staff spend less time on boring routines. They can concentrate instead on the things that matter most. Our training programs disclose the ways to achieve this.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, such as data routing between forms and applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our certification, irrespective of their technical background.
Every certification on our platform requires only a few hours to complete all its parts. However, if you haven’t utilized 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.
Our platform doesn’t impose 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 whenever you it is convenient. And finally, your completed courses will be available whenever you want to refresh your knowledge.
A lot of resources on the web help explain workflow automation. Our training platform offers one of the most efficient ways for Salesforce marketing cloud admin to quickly find out how no-code workflow automation works for their business and what beliefs it brings. Our certification gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Yes, we’ve made all our training programs cost-free and available for everyone interested. You just need to sign-up with our Academy platform and enroll in the chosen certification program. If you haven’t set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve learned.