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Self-paced
Level up your skills in document workflow for Salesforce Admin & analyst with our certification program
259 students
Learn the ins and outs of document workflow 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 reveal practical insights for Salesforce admin & analyst to utilize its capabilities for greater 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 program, you will know how to build and handle your everyday CRM workflows most productively and discover ways to route records between documents and systems with manual data input problems left in the past.
By the end of this program, you will know how to build and handle your everyday CRM workflows most productively and discover ways to route records between documents and systems with manual data input problems left in the past.
What’s included:
- Lessons outlining the specifics of document workflow for Salesforce admin & analyst utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired 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 matters for company efficiency.
- What crucial tasks Salesforce admin & analyst can improve with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your organization.
- How to build document workflows from scratch or using ready-made templates.
- How to set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce admin & analyst and anyone constantly working in your CRM
- Salesforce users considering streamlining their daily 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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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, including data routing between documents and applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our certification program, irrespective of their technical background.
Many resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce admin & analyst to quickly learn how no-code workflow automation works for their company and what values it brings. Our certification program gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Yes, we’ve created all our training programs free of charge and available for everyone interested. You just need to register with our Academy platform and join the preferred certification program. If you haven’t registered an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.
Our platform doesn’t set any time restrictions for your studies. You can enroll and start your course whenever you want. You can put it on pause and get back to your studies any time you it is convenient. And finally, your completed courses will be available whenever you want to refresh your knowledge.
Despite Salesforce being a robust 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 capabilities into your CRM boosts productivity within your company and helps your staff spend less time on boring routines. They can focus instead on the things that matter most. Our training programs disclose the ways to achieve this.
Every certification program on our platform requires just 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 longer. 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 company.