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Self-paced
Learn core workflow Salesforce professional skills and improve efficiency with the airSlate Academy certification program
259 students
Discover new perspectives for your business with the latest airSlate Academy certification program. Learn core workflow Salesforce professional skills and improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this studying program to demonstrate the value of document workflow automation and disclose practical insights for workflow Salesforce professional to utilize its capabilities for greater productivity. Our certification program leads you on how to set up automation for your CRM processes and shift your attention from routine to more crucial activities.
By the end of this program, you will know how to build and manage your daily CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left behind.
By the end of this program, you will know how to build and manage your daily CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left behind.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to check and consolidate the knowledge you got about workflow automation.
- A certification program 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 organization efficiency.
- What core workflow Salesforce professional 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 set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- workflow Salesforce professional and anyone constantly working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone looking for new career opportunities 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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Yes, we’ve created all our studying programs cost-free and available for everyone interested. You just need to sign-up with our Academy platform and enroll in the preferred certification program. If you haven’t set up an account with airSlate yet, we recommend creating one right away so you can practice what you’ve discovered.
No, you won’t need any particular knowledge or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, including data routing between forms and applications. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification program, no matter their technical background.
A lot of resources on the web help explain workflow automation. Our studying platform provides one of the most effective ways for workflow Salesforce professional to quickly learn how no-code workflow automation works for their organization and what beliefs it brings. Our certification program gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
Our platform doesn’t set any time restrictions for your studies. You can sign up 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 lastly, your accomplished courses will be available whenever you want to renew your expertise.
Every certification program 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 start 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 tools may be insufficient to cover all document management needs properly. CRM integration with airSlate enables workflow Salesforce professional to automate complex document workflows, reduce errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM boosts efficiency within your company and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training courses disclose the ways to achieve this.