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Self-paced
Learn core Salesforce platform manager 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 platform 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 demonstrate the importance of document workflow automation and reveal practical insights for Salesforce platform manager 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 course, you will know how to develop and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left in the past.
After finishing this course, you will know how to develop and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left in the past.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got 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 repeating workflows is important for organization efficiency.
- What core Salesforce platform manager 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 organization.
- How to create document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce platform manager and anyone constantly working in your CRM
- Salesforce users considering streamlining their daily processes
- Everyone looking for new job 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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Yes, we’ve made all our learning programs free of charge 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 registered an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve discovered.
Our platform doesn’t set 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 completed courses will be available whenever you want to renew your expertise.
Every training on our platform requires just 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 various ways that others have used airSlate that might apply to your organization.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, like data transition between forms and applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our training, irrespective of their technical background.
Many resources on the web help clarify workflow automation. Our studying platform provides one of the most effective ways for Salesforce platform manager to quickly learn how no-code workflow automation works for their company and what beliefs it brings. Our training 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 needs appropriately. CRM integration with airSlate enables Salesforce platform manager 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.