to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in electronic document management for Salesforce 101 admin with our certification
259 students
Learn the ins and outs of electronic document management for Salesforce 101 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 learning program to show the value of document workflow automation and reveal practical insights for Salesforce 101 admin to use its functionality for better efficiency. Our certification leads you on how to set up automation for your CRM processes and shift your attention 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 learn how to route data between forms 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 learn how to route data between forms and systems with manual data entry hassles left behind.
What’s included:
- Lessons explaining the specifics of electronic document management for Salesforce 101 admin using airSlate.
- Final quiz to check and consolidate the knowledge you got about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repeating workflows is important for business efficiency.
- What crucial tasks Salesforce 101 admin can streamline 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 utilizing ready-made templates.
- How to configure Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce 101 admin and anyone constantly working in your CRM
- Salesforce users considering streamlining their daily processes
- Everyone looking for new career opportunities 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
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 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 situation.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, including data transition between forms and software apps. You’ll find them simple to use and quick to learn from, and anyone can get on board with our certification, irrespective of their technical background.
Yes, we’ve created all our training programs totally 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 registered an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve discovered.
Our platform doesn’t set any time restrictions for your studies. You can enroll and start your course at any time. You can put it on pause and return to your studies any time you find it 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 appropriately. CRM integration with airSlate allows Salesforce 101 admin to automate complex document workflows, eliminate errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves 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 programs reveal the ways to achieve this.
Many resources on the web help explain workflow automation. Our learning platform provides one of the most efficient ways for Salesforce 101 admin to quickly learn how no-code workflow automation works for their organization and what values it brings. Our certification gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.