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Self-paced
Learn core Salesforce manager skills and improve efficiency with the airSlate Academy certification course
259 students
Discover new perspectives for your business with the latest airSlate Academy certification course. Learn core Salesforce manager 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 disclose practical insights for Salesforce manager to utilize its features for better productivity. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
After finishing this course, you will know how to develop and manage your daily CRM workflows most productively and discover ways to route data between forms and systems with manual data entry hassles left behind.
After finishing this course, you will know how to develop and manage your daily CRM workflows most productively and discover ways to route data between forms and systems with manual data entry hassles left behind.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification course 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 core Salesforce manager 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 using ready-made templates.
- How to set up Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce manager and anyone frequently working in your CRM
- Salesforce users considering streamlining their day-to-day 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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Every certification course on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with 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 situation.
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, such as data routing between forms and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification course, no matter their technical background.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate enables Salesforce manager to automate complex document workflows, eliminate errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM increases productivity within your organization and helps your employees spend less time on tedious routines. They can focus instead on the things that matter most. Our training courses reveal the ways to achieve this.
Our platform doesn’t impose any time limits for your studies. You can sign up and start your training course at any moment. You can put it on pause and return to your studies any time you it is convenient. And finally, your completed courses will be available whenever you want to renew your knowledge.
Many resources on the web help explain workflow automation. Our training platform offers one of the most effective ways for Salesforce manager to quickly learn how no-code workflow automation works for their business and what beliefs it brings. Our certification course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Yes, we’ve created all our training programs totally free and available for everyone interested. You just need to register 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 learned.