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Self-paced
Learn advanced Salesforce specialist skills and improve efficiency with the airSlate Academy course
259 students
Discover new perspectives for your business with the latest airSlate Academy course. Learn advanced Salesforce specialist 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 importance of document workflow automation and disclose practical insights for Salesforce specialist to use its functionality for better efficiency. Our course leads you on how to set up automation for your CRM processes and shift your focus 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 learn how to route data between forms and systems with manual data entry problems left behind.
By the end of this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route data between forms and systems with manual data entry problems left behind.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you received about workflow automation.
- A course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating recurring workflows is important for business efficiency.
- What advanced Salesforce specialist skills you can get to improve your regular processes with no-code automation.
- 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 specialist and anyone frequently working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone looking for new career 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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A lot of resources on the web help clarify workflow automation. Our learning platform provides one of the most efficient ways for Salesforce specialist to quickly discover how no-code workflow automation works for their company and what beliefs it brings. Our course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Every course 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 begin with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your organization.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs appropriately. CRM integration with airSlate enables Salesforce specialist to automate complex document workflows, reduce errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM boosts efficiency 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 programs disclose the ways to achieve this.
Our platform doesn’t impose any time restrictions for your studies. You can enroll and start your course at any moment. You can put it on pause and get back to your studies any time you find it convenient. And finally, your completed courses will remain available whenever you want to refresh your knowledge.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, like data routing between documents and apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our course, no matter their technical background.
Yes, we’ve made all our learning programs cost-free and available for everyone interested. You only 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 immediately so you can practice what you’ve discovered.