Self-paced

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

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259 students
Discover new perspectives for your business with the latest airSlate Academy free course. 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 free course

About this course

We’ve created this learning program to show the importance of document workflow automation and disclose practical insights for Salesforce account manager to utilize its capabilities 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 critical activities.
By the end of this program, you will know how to develop and handle your everyday CRM workflows most productively and discover ways to route records between forms and systems with manual data input hassles left in the past.

What’s included:

  • Lessons describing the specifics of Salesforce workflow optimization using airSlate.
  • Final quiz to check and consolidate the knowledge you got about workflow automation.
  • A free 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 business 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 using ready-made templates.
  • How to configure Bots for Salesforce integration to appropriately route data between systems.

Who is this course for?

  • Salesforce account manager and anyone frequently working in your CRM
  • Salesforce users interested in streamlining their day-to-day processes
  • Everyone seeking new job opportunities led by workflow automation skills

What our students say

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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.

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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.

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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.

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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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Our platform doesn’t set any time restrictions for your studies. You can register 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 completed courses will be available whenever you want to renew your knowledge.

Every free 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 organization.

No, you won’t need any specific expertise or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, such as data routing between documents and applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our free course, irrespective of 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, minimize errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM increases productivity within your organization and helps your employees spend less time on boring routines. They can concentrate instead on the things that matter most. Our training courses disclose the ways to achieve this.

Yes, we’ve created all our learning programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and enroll in the preferred certification program. If you haven’t registered an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve learned.

A lot of resources on the web help clarify workflow automation. Our studying platform offers one of the most effective ways for Salesforce account manager to quickly find out how no-code workflow automation works for their business and what beliefs it brings. Our free course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.