Self-paced

Level up your skills in electronic document management for Salesforce Admin & analyst with our certification program

4
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259 students
Learn the ins and outs of electronic document management 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.
Level up your skills in electronic document management for Salesforce Admin & analyst with our certification program

About this course

We’ve created this studying program to show the value of document workflow automation and disclose 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.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left behind.

What’s included:

  • Lessons describing the specifics of electronic document management 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 expertise.

What will you learn?

  • Why automating repetitive workflows matters for company efficiency.
  • What key tasks Salesforce admin & analyst can streamline with no-code automation features.
  • How to get started with airSlate and set up a Workspace for your company.
  • How to build document workflows from scratch or utilizing ready-made templates.
  • How to configure Bots for Salesforce integration to appropriately 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 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 certification program 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 acquainted with all it can do may take more time. 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.

Our platform doesn’t impose any time restrictions for your studies. You can register and start your training course at any moment. You can put it on pause and get back to your studies any time you it is convenient. And lastly, your accomplished courses will remain available whenever you want to refresh your expertise.

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

Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands appropriately. CRM integration with airSlate enables Salesforce admin & analyst to automate complex document workflows, reduce errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM boosts productivity within your company and helps your employees spend less time on tedious 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 totally free and available for everyone interested. You only need to register with our Academy platform and enroll in the chosen certification program. If you haven’t set up an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.

No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, including data routing between forms and software apps. 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.