to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in no-code software automation for Salesforce professional with our certification course
259 students
Learn the ins and outs of no-code software automation for Salesforce professional with airSlate Academy certification 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 importance of document workflow automation and disclose practical insights for Salesforce professional to utilize its capabilities for better productivity. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital 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 records between documents and systems with manual data input 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 records between documents and systems with manual data input problems left behind.
What’s included:
- Lessons explaining the specifics of no-code software automation for Salesforce professional utilizing airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A certification course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating recurring workflows is important for company efficiency.
- What key tasks Salesforce professional can improve with no-code automation features.
- How to get started with airSlate and set up a Workspace for your company.
- How to build 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 professional and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new job 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
Our platform doesn’t set any time limits for your studies. You can sign up and start your course at any moment. You can put it on pause and return to your studies whenever you find it convenient. And lastly, your accomplished courses will remain available whenever you want to renew your knowledge.
A lot of resources on the web help explain workflow automation. Our learning platform offers one of the most efficient ways for Salesforce professional to quickly learn how no-code workflow automation works for their business and what values it brings. Our certification course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Every certification course on our platform requires 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 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.
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, like data transition between documents and software apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our certification course, irrespective of their technical background.
Yes, we’ve created all our training programs cost-free and available for everyone interested. You just need to register with our Academy platform and join the selected 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.
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 professional to automate complex document workflows, reduce errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM increases productivity within your company and helps your staff spend less time on boring routines. They can focus instead on the things that matter most. Our training programs disclose the ways to achieve this.