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Self-paced
Level up your skills in no-code document workflows for Salesforce 101 admin with our certification program
259 students
Learn the ins and outs of no-code document workflows for Salesforce 101 admin with airSlate Academy certification program 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 learning program to demonstrate the value of document workflow automation and reveal practical insights for Salesforce 101 admin to use its features for better productivity. Our certification program 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 course, you will know how to develop and manage your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry problems left behind.
By the end of this course, you will know how to develop and manage your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry problems left behind.
What’s included:
- Lessons explaining the specifics of no-code document workflows for Salesforce 101 admin using airSlate.
- Final quiz to review and consolidate the knowledge you got 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 business efficiency.
- What key tasks Salesforce 101 admin can improve with no-code automation capabilities.
- 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 Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce 101 admin and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new career opportunities 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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Many resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce 101 admin 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 implementing airSlate functionality into your daily processes.
Yes, we’ve made 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 selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve discovered.
Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands effectively. CRM integration with airSlate allows Salesforce 101 admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM improves productivity within your organization and helps your staff 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 sign up and start your training course whenever you want. You can put it on pause and return to your studies any time you find it convenient. And lastly, your accomplished courses will remain available whenever you want to renew your expertise.
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, such as 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 program, irrespective of their technical background.
Every certification program on our platform requires only 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 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 situation.