Self-paced

Level up your skills in document generation for Salesforce technical manager with our professional certification

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259 students
Learn the ins and outs of document generation for Salesforce technical manager 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.
Level up your skills in document generation for Salesforce technical manager with our professional certification

About this course

We’ve created this learning program to demonstrate the importance of document workflow automation and reveal practical insights for Salesforce technical manager to use its features for better productivity. Our professional certification leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
After finishing this course, you will know how to develop and manage your daily CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left in the past.

What’s included:

  • Lessons explaining the specifics of document generation for Salesforce technical manager utilizing airSlate.
  • Final quiz to check and consolidate the knowledge you got about workflow automation.
  • A professional certification completion badge for your CV and LinkedIn profile as evidence of your new skills.

What will you learn?

  • Why automating repeating workflows matters for business efficiency.
  • What crucial tasks Salesforce technical manager can enhance with no-code automation capabilities.
  • How to get started with airSlate and set up a Workspace for your organization.
  • How to create document workflows from scratch or using ready-made templates.
  • How to configure Bots for Salesforce integration to appropriately route data between systems.

Who is this course for?

  • Salesforce technical manager and anyone constantly working in your CRM
  • Salesforce users considering streamlining their day-to-day processes
  • Everyone seeking new job opportunities led by workflow automation skills

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 professional certification on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with 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.

A lot of resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce technical manager to quickly learn how no-code workflow automation works for their business and what values it brings. Our professional certification gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.

Our platform doesn’t impose any time restrictions for your studies. You can sign up and start your 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 renew your expertise.

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, such as data routing between documents and software 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.

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 technical manager to automate complex document workflows, minimize errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM increases efficiency within your company and helps your team members spend less time on boring routines. They can focus instead on the things that matter most. Our training programs reveal the ways to achieve this.

Yes, we’ve created all our training programs free of charge and available for everyone interested. You just need to sign-up with our Academy platform and enroll in the selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve discovered.