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Self-paced
Learn must-have Salesforce principal consultant skills and improve efficiency with the airSlate Academy automation course
259 students
Discover new perspectives for your business with the latest airSlate Academy automation course. Learn must-have Salesforce principal consultant 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 importance of document workflow automation and disclose practical insights for Salesforce principal consultant to use its capabilities for better efficiency. Our automation course leads you on how to set up automation for your CRM processes and shift your attention from routine to more critical activities.
By the end of this program, you will know how to build and manage your day-to-day CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left behind.
By the end of this program, you will know how to build and manage your day-to-day CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left behind.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A automation course 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 company efficiency.
- What must-have Salesforce principal 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 organization.
- How to create document workflows from scratch or using ready-made templates.
- How to set up Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce principal consultant and anyone frequently working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new career 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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Yes, we’ve created all our training programs totally free and available for everyone interested. You only need to sign-up 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 right away so you can practice what you’ve learned.
Every automation course on our platform requires just a few hours to go through all its parts. However, if you haven’t utilized our solution before, getting acquainted 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 situation.
Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands properly. CRM integration with airSlate allows Salesforce principal consultant 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 organization and helps your employees spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.
Our platform doesn’t impose any time restrictions 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 any time you it is convenient. And finally, your accomplished courses will be available whenever you want to renew your knowledge.
A lot of resources on the web help explain workflow automation. Our learning platform provides one of the most effective ways for Salesforce principal consultant to quickly learn how no-code workflow automation works for their business and what values it brings. Our automation course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
No, you won’t need any particular 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 applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our automation course, irrespective of their technical background.