to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in no-code data automation for Salesforce desk admin with our free course
259 students
Learn the ins and outs of no-code data automation for Salesforce desk admin with airSlate Academy free course and discover new perspectives for your business. Find out how to improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this studying program to show the value of document workflow automation and reveal practical insights for Salesforce desk admin to use its capabilities for greater productivity. Our free course leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
By the end of this course, you will know how to build and manage your daily CRM workflows most productively and learn how to route data between documents and systems with manual data entry problems left behind.
By the end of this course, you will know how to build and manage your daily CRM workflows most productively and learn how to route data between documents and systems with manual data entry problems left behind.
What’s included:
- Lessons explaining the specifics of no-code data automation for Salesforce desk admin using airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A free course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating recurring workflows matters for organization efficiency.
- What key tasks Salesforce desk admin can improve with no-code automation capabilities.
- 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 precisely route data between systems.
Who is this course for?
- Salesforce desk admin and anyone frequently working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone seeking new career opportunities 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
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands appropriately. CRM integration with airSlate enables Salesforce desk admin to automate complex document workflows, minimize errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM improves efficiency 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 disclose the ways to achieve this.
Our platform doesn’t impose any time restrictions for your studies. You can enroll and start your training course whenever you want. You can put it on pause and return to your studies whenever you find it convenient. And finally, your completed courses will remain available whenever you want to renew your knowledge.
No, you won’t need any specific 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 apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our free course, no matter their technical background.
A lot of resources on the web help clarify workflow automation. Our studying platform provides one of the most effective ways for Salesforce desk admin to quickly discover how no-code workflow automation works for their business and what values it brings. Our free course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Yes, we’ve created all our learning programs free of charge and available for everyone interested. You only need to sign-up with our Academy platform and join the preferred certification program. If you haven’t registered an account with airSlate yet, we recommend creating one right away so you can practice what you’ve discovered.
Every free course on our platform requires just a few hours to complete all its parts. However, if you haven’t used our solution before, getting acquainted with all it can do may take longer. 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.