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Self-paced
Level up your skills in process automation for junior Salesforce Admin with our certification course
259 students
Learn the ins and outs of process automation for junior Salesforce admin 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 learning program to show the importance of document workflow automation and disclose practical insights for junior Salesforce admin to use its features for greater productivity. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more critical activities.
By the end of this course, you will know how to develop and manage your everyday CRM workflows most productively and learn how to route records between forms and systems with manual data entry problems left in the past.
By the end of this course, you will know how to develop and manage your everyday CRM workflows most productively and learn how to route records between forms and systems with manual data entry problems left in the past.
What’s included:
- Lessons outlining the specifics of process automation for junior Salesforce admin using airSlate.
- Final quiz to review 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 expertise.
What will you learn?
- Why automating repeating workflows is important for business efficiency.
- What key tasks junior Salesforce admin can streamline with no-code automation features.
- How to get started with airSlate and set up a Workspace for your organization.
- 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?
- junior Salesforce 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
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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 course on our platform requires only 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 more time. We recommend new users begin with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your organization.
Yes, we’ve made all our learning programs free of charge and available for everyone interested. You just need to register with our Academy platform and enroll in the preferred certification program. If you haven’t set up an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve learned.
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 it is convenient. And lastly, your accomplished courses will be available whenever you want to renew your knowledge.
Many resources on the web help clarify workflow automation. Our learning platform offers one of the most efficient ways for junior Salesforce admin 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 implementing airSlate functionality into your regular processes.
No, you won’t need any specific expertise 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 applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our certification course, no matter their technical background.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs properly. CRM integration with airSlate allows junior Salesforce admin to automate complex document workflows, minimize errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM boosts productivity within your company and helps your staff spend less time on tedious routines. They can focus instead on the things that matter most. Our training programs reveal the ways to achieve this.