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Learn must-know Salesforce desk admin skills and improve efficiency with the airSlate Academy certification course
259 students
Discover new perspectives for your business with the latest airSlate Academy certification course. Learn must-know Salesforce desk admin 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 disclose practical insights for Salesforce desk admin to utilize its capabilities for better productivity. Our certification course 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 develop and handle your daily CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left in the past.
By the end of this program, you will know how to develop and handle your daily 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 describing the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A certification course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating recurring workflows matters for business efficiency.
- What must-know Salesforce desk admin 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 appropriately route data between systems.
Who is this course for?
- Salesforce desk admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone seeking new career 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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Many resources on the web help clarify workflow automation. Our studying platform provides one of the most efficient ways for Salesforce desk admin to quickly find out how no-code workflow automation works for their organization and what beliefs it brings. Our certification course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Yes, we’ve made all our studying programs free of charge and available for everyone interested. You just need to sign-up with our Academy platform and join 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 learned.
Our platform doesn’t set any time limits for your studies. You can sign up and start your course at any time. You can put it on pause and get back to your studies any time you it is convenient. And lastly, your completed courses will be available whenever you want to renew your knowledge.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate enables Salesforce desk admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM boosts productivity within your organization and helps your employees spend less time on boring routines. They can focus instead on the things that matter most. Our training courses reveal the ways to achieve this.
Every certification 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 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 situation.
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, like data routing between forms and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification course, irrespective of their technical background.