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Learn must-know Salesforce basic admin skills and improve efficiency with the airSlate Academy online course
259 students
Discover new perspectives for your business with the latest airSlate Academy online course. Learn must-know Salesforce basic admin 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 show the importance of document workflow automation and disclose practical insights for Salesforce basic admin to utilize its capabilities for greater efficiency. Our online 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 daily CRM workflows most productively and discover ways to route data between forms 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 discover ways to route data between forms and systems with manual data entry 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 got about workflow automation.
- A online course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repetitive workflows matters for organization efficiency.
- What must-know Salesforce basic admin skills you can get to improve your daily processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your organization.
- 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 basic admin and anyone constantly working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone looking for new job perspectives 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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Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs appropriately. CRM integration with airSlate allows Salesforce basic admin 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 increases productivity within your company and helps your employees spend less time on boring routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.
Yes, we’ve made all our studying programs totally free and available for everyone interested. You just need to register with our Academy platform and join the chosen 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 learned.
Our platform doesn’t set any time restrictions 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 lastly, your accomplished courses will be available whenever you want to renew your expertise.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, such as data routing between documents and software apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our online course, irrespective of their technical background.
Every online course on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with 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 organization.
A lot of resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce basic admin to quickly learn how no-code workflow automation works for their business and what beliefs it brings. Our online course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.