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Level up your skills in online document management for Salesforce admin with our certification
259 students
Learn the ins and outs of online document management for Salesforce admin with airSlate Academy certification 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 show the importance of document workflow automation and reveal practical insights for Salesforce admin to use its functionality for greater productivity. Our certification 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 develop and handle your daily CRM workflows most productively and discover ways to route records between documents and systems with manual data input problems left in the past.
After finishing this course, you will know how to develop and handle your daily CRM workflows most productively and discover ways to route records between documents and systems with manual data input problems left in the past.
What’s included:
- Lessons explaining the specifics of online document management for Salesforce admin utilizing airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repeating workflows is important for company efficiency.
- What key tasks Salesforce admin can enhance 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 using ready-made templates.
- How to set up Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new job 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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Every certification on our platform requires only a few hours to complete 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 organization.
Our platform doesn’t impose any time limits for your studies. You can register and start your training course whenever you want. You can put it on pause and return to your studies whenever you it is convenient. And finally, your completed courses will be available whenever you want to refresh your knowledge.
Many resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce admin to quickly discover how no-code workflow automation works for their organization and what beliefs it brings. Our certification gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands properly. CRM integration with airSlate enables Salesforce admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM increases efficiency 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 programs reveal the ways to achieve this.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, such as data routing between documents and apps. You’ll find them simple to use and fast to learn from, and anyone can get on board with our certification, irrespective of their technical background.
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 enroll in the chosen certification program. If you haven’t set up an account with airSlate yet, we recommend creating one right away so you can practice what you’ve discovered.