Self-paced

Learn new Salesforce account manager skills and improve efficiency with the airSlate Academy certification

4
Star Rating
259 students
Discover new perspectives for your business with the latest airSlate Academy certification. Learn new Salesforce account manager skills and improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
Learn new Salesforce account manager skills and improve efficiency with the airSlate Academy certification

About this course

We’ve created this studying program to show the importance of document workflow automation and reveal practical insights for Salesforce account manager to utilize its features for greater productivity. Our certification leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
By the end of this course, you will know how to build and handle your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input hassles left behind.

What’s included:

  • Lessons describing the specifics of Salesforce workflow enhancement utilizing airSlate.
  • Final quiz to review and consolidate the knowledge you acquired about workflow automation.
  • A certification completion badge for your CV and LinkedIn profile as evidence of your new expertise.

What will you learn?

  • Why automating repeating workflows matters for company efficiency.
  • What new Salesforce account manager skills you can get to enhance your daily 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 utilizing ready-made templates.
  • How to configure Bots for Salesforce integration to accurately route data between systems.

Who is this course for?

  • Salesforce account manager and anyone constantly working in your CRM
  • Salesforce users interested in streamlining their everyday processes
  • Everyone seeking new career perspectives led by workflow automation skills

What our students say

capterra-icon

Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

youtube-icon

Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

g2-icon

Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

Our platform doesn’t set any time restrictions for your studies. You can enroll and start your course whenever you want. 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 expertise.

Every certification on our platform requires just a few hours to go through all its parts. However, if you haven’t worked with our solution before, getting acquainted with all it can do may take more time. We recommend new users begin with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your company.

No, you won’t need any particular knowledge or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, like data transition between forms and software apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification, no matter their technical background.

Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs effectively. CRM integration with airSlate enables Salesforce account manager to automate complex document workflows, eliminate errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM boosts productivity 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 disclose the ways to achieve this.

A lot of resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce account manager to quickly discover how no-code workflow automation works for their company and what values it brings. Our certification gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.

Yes, we’ve made all our training programs totally free and available for everyone interested. You only need to register with our Academy platform and join the selected 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.