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Self-paced
Learn advanced Salesforce basic admin skills and improve efficiency with the airSlate Academy training course
259 students
Discover new perspectives for your business with the latest airSlate Academy training course. Learn advanced Salesforce basic admin skills and 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 basic admin to utilize its capabilities for greater productivity. Our training course leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
By the end of this program, you will know how to build and handle your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data input hassles left in the past.
By the end of this program, you will know how to build and handle your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data input hassles left in the past.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A training course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repeating workflows is important for business efficiency.
- What advanced Salesforce basic admin skills you can get to streamline your daily processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your company.
- How to create 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 basic admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new job perspectives 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 particular expertise or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, such as data transition between documents and applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our training course, irrespective of their technical background.
Yes, we’ve created all our learning programs cost-free and available for everyone interested. You only need to sign-up with our Academy platform and join the chosen 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.
Every training course on our platform requires just a few hours to complete all its parts. However, if you haven’t used our solution before, getting acquainted 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 situation.
A lot of resources on the web help clarify workflow automation. Our learning platform offers one of the most effective ways for Salesforce basic admin to quickly discover how no-code workflow automation works for their company and what values it brings. Our training course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands effectively. CRM integration with airSlate allows Salesforce basic admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM boosts efficiency 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.
Our platform doesn’t impose any time limits for your studies. You can enroll and start your training course at any moment. You can put it on pause and get back to your studies whenever you it is convenient. And finally, your accomplished courses will be available whenever you want to renew your knowledge.