to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in document workflow automation for Salesforce admin & analyst with our certification program
259 students
Learn the ins and outs of document workflow automation for Salesforce admin & analyst with airSlate Academy certification program 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 learning program to demonstrate the importance of document workflow automation and disclose practical insights for Salesforce admin & analyst to use its capabilities for better productivity. Our certification program 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 course, you will know how to develop and handle your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry hassles left behind.
By the end of this course, you will know how to develop and handle your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry hassles left behind.
What’s included:
- Lessons describing the specifics of document workflow automation for Salesforce admin & analyst utilizing airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating recurring workflows is important for organization efficiency.
- What crucial tasks Salesforce admin & analyst can enhance with no-code automation features.
- How to get started with airSlate and set up a Workspace for your organization.
- How to build 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 & analyst and anyone constantly working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone seeking new career perspectives led by workflow automation expertise
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
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, like data transition between forms and software apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification program, irrespective of their technical background.
Yes, we’ve made all our learning programs free of charge and available for everyone interested. You just need to register with our Academy platform and join 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.
Our platform doesn’t impose any time restrictions for your studies. You can enroll and start your training course at any time. You can put it on pause and get back to your studies any time you it is convenient. And finally, your accomplished courses will be available whenever you want to refresh your expertise.
Many resources on the web help explain workflow automation. Our training platform offers one of the most effective ways for Salesforce admin & analyst to quickly learn how no-code workflow automation works for their company and what beliefs it brings. Our certification program gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Despite Salesforce being a powerful 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 admin & analyst to automate complex document workflows, reduce errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves productivity within your organization and helps your team members spend less time on boring routines. They can concentrate instead on the things that matter most. Our training courses disclose the ways to achieve this.
Every certification program on our platform requires only a few hours to go through all its parts. However, if you haven’t utilized our solution before, getting acquainted with all it can do may take more time. We recommend new users begin with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your organization.