to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Master your Salesforce basic skills for greater performance with the airSlate Academy certification program
259 students
Master your Salesforce basic skills with airSlate certification program and discover new perspectives for your business. Learn how to improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this learning program to show the importance of document workflow automation and reveal practical insights on how to utilize its features for better productivity. Our certification program leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
After finishing this course, you will know how to build and handle your day-to-day CRM workflows most productively, learn how to route records between documents and systems with manual data input problems left behind, and significantly boost your Salesforce basic skills.
After finishing this course, you will know how to build and handle your day-to-day CRM workflows most productively, learn how to route records between documents and systems with manual data input problems left behind, and significantly boost your Salesforce basic skills.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A certification program 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 company efficiency.
- What Salesforce basic skills you can get to streamline your regular processes.
- 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 set up no-code Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Everyone managing processes in Salesforce and anyone constantly working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone looking for new career perspectives led by workflow automation expertise
Start learning today
Sign now for free
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
Master your Salesforce basic skills promptly with our certification program, which takes just a few hours to go through all its parts. However, if you haven’t used 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 different ways that others have used airSlate that might apply to your company.
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 documents and applications. You’ll find them simple to use and fast to learn from, and anyone can get on board with our certification program, no matter their technical background.
A lot of resources on the web help explain workflow automation. Our studying platform provides one of the most efficient ways for Salesforce admins and users to quickly learn how no-code workflow automation works for their company and what values it brings. Our certification program gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Yes, we’ve created all our training programs totally free and available for everyone interested. You just need to sign-up with our Academy platform and join the selected certification program. Master your Salesforce basic skills with our certification program and practice what you’ve learned after creating your airSlate account.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs properly. CRM integration with airSlate helps automate complex document workflows, reduce errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM increases efficiency within your company and helps your team members spend less time on boring routines. They can concentrate instead on the things that matter most. Our certification program discloses the ways to achieve this.
Our platform doesn’t set any time restrictions for your studies. You can sign up and start your training course at any moment. You can put it on pause and get back to your studies any time you find it convenient. And finally, your accomplished courses will remain available whenever you want to renew your expertise.