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Self-paced
Learn must-have Salesforce consultant skills and improve efficiency with the airSlate Academy free course
259 students
Discover new perspectives for your business with the latest airSlate Academy free course. Learn must-have Salesforce consultant 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 reveal practical insights for Salesforce consultant to use its functionality for better productivity. Our free course leads you on how to set up automation for your CRM processes and shift your attention from routine to more crucial activities.
After finishing this program, you will know how to develop and handle your day-to-day CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left in the past.
After finishing this program, you will know how to develop and handle your day-to-day CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left in the past.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A free course completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repeating workflows matters for company efficiency.
- What must-have Salesforce consultant 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 using ready-made templates.
- How to configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce consultant and anyone constantly working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new career perspectives led by workflow automation skills
Start learning today
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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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Many resources on the web help clarify workflow automation. Our learning platform provides one of the most effective ways for Salesforce consultant to quickly discover how no-code workflow automation works for their organization and what values it brings. Our free course gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Our platform doesn’t impose any time limits for your studies. You can register and start your training course at any time. You can put it on pause and get back to your studies whenever you find it convenient. And lastly, your accomplished courses will be available whenever you want to renew your knowledge.
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 join the preferred 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 learned.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands effectively. CRM integration with airSlate enables Salesforce consultant to automate complex document workflows, minimize errors from manual data input, 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 focus instead on the things that matter most. Our training courses disclose the ways to achieve this.
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, including data transition between forms and software apps. You’ll find them simple to use and fast to learn from, and anyone can get on board with our free course, irrespective of their technical background.
Every free course on our platform requires only a few hours to complete all its parts. However, if you haven’t used 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 situation.