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Self-paced
Learn core Salesforce marketing administrator skills and improve efficiency with the airSlate Academy training
259 students
Discover new perspectives for your business with the latest airSlate Academy training. Learn core Salesforce marketing administrator 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 demonstrate the value of document workflow automation and disclose practical insights for Salesforce marketing administrator to utilize its functionality for greater efficiency. Our training leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
After finishing this program, you will know how to build and manage your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry problems left in the past.
After finishing this program, you will know how to build and manage your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry problems left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A training completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repetitive workflows is important for business efficiency.
- What core Salesforce marketing administrator skills you can get to enhance your regular processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your organization.
- 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 marketing administrator and anyone constantly working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone seeking new job perspectives led by workflow automation skills
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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 specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, like data transition between forms and apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our training, no matter their technical background.
Yes, we’ve created all our learning programs free of charge and available for everyone interested. You only need to sign-up with our Academy platform and join the selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve learned.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs properly. CRM integration with airSlate allows Salesforce marketing administrator 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 company 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.
A lot of resources on the web help explain workflow automation. Our training platform provides one of the most efficient ways for Salesforce marketing administrator to quickly discover how no-code workflow automation works for their business and what beliefs it brings. Our training gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Every training 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 familiar 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 company.
Our platform doesn’t set any time limits for your studies. You can register and start your training course whenever you want. You can put it on pause and return to your studies whenever you find it convenient. And lastly, your accomplished courses will remain available whenever you want to refresh your expertise.