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Self-paced
Learn new Salesforce Admin role skills and improve efficiency with the airSlate Academy course
259 students
Discover new perspectives for your business with the latest airSlate Academy course. Learn new Salesforce admin role 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 admin role to use its capabilities for greater productivity. Our 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 manage your day-to-day CRM workflows most productively and learn how to route records between forms and systems with manual data input problems left in the past.
By the end of this program, you will know how to develop and manage your day-to-day CRM workflows most productively and learn how to route records between forms and systems with manual data input problems left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you received about workflow automation.
- A course completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repeating workflows matters for business efficiency.
- What new Salesforce admin role 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 company.
- How to create document workflows from scratch or utilizing ready-made templates.
- How to set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce admin role and anyone constantly working in your CRM
- Salesforce users considering streamlining their daily processes
- Everyone looking for new career 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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Yes, we’ve created all our training programs free of charge and available for everyone interested. You just need to register with our Academy platform and enroll in the selected certification program. If you haven’t set up 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 restrictions for your studies. You can register and start your course at any moment. You can put it on pause and return to your studies any time you it is convenient. And lastly, your accomplished courses will be available whenever you want to refresh your expertise.
Every course 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 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.
A lot of resources on the web help clarify workflow automation. Our learning platform offers one of the most efficient ways for Salesforce admin role to quickly find out how no-code workflow automation works for their business and what beliefs it brings. Our course gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands effectively. CRM integration with airSlate allows Salesforce admin role to automate complex document workflows, minimize errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM improves 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 courses disclose the ways to achieve this.
No, you won’t need any specific 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 software apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our course, irrespective of their technical background.