to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in digital transformation process for Salesforce admin role with our professional certification
259 students
Learn the ins and outs of digital transformation process for Salesforce admin role with airSlate Academy professional 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 reveal practical insights for Salesforce admin role to use its functionality for greater productivity. Our professional certification 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 program, you will know how to develop and manage your daily CRM workflows most productively and discover ways to route data between documents and systems with manual data entry problems left in the past.
By the end of this program, you will know how to develop and manage your daily CRM workflows most productively and discover ways to route data between documents and systems with manual data entry problems left in the past.
What’s included:
- Lessons explaining the specifics of digital transformation process for Salesforce admin role utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A professional certification 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 business efficiency.
- What key tasks Salesforce admin role can streamline with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your company.
- How to create document workflows from scratch or utilizing ready-made templates.
- How to configure Bots for Salesforce integration to precisely 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 daily processes
- Everyone seeking new career opportunities led by workflow automation skills
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
Yes, we’ve made all our training programs free of charge and available for everyone interested. You just need to register with our Academy platform and enroll in the selected certification program. If you haven’t registered an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve discovered.
Our platform doesn’t impose any time limits for your studies. You can enroll and start your course at any time. You can put it on pause and get back to your studies whenever you it is convenient. And finally, your accomplished courses will be available whenever you want to refresh your expertise.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, such as data routing between documents and apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our professional certification, no matter their technical background.
Every professional certification on our platform requires only 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 more time. We recommend new users start with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your company.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs effectively. CRM integration with airSlate enables Salesforce admin role to automate complex document workflows, eliminate errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM increases efficiency within your company and helps your employees spend less time on boring routines. They can focus instead on the things that matter most. Our training courses reveal the ways to achieve this.
Many resources on the web help clarify workflow automation. Our training platform provides 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 professional certification gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.