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Self-paced
Level up your skills in process automation for Salesforce platform manager with our free course
259 students
Learn the ins and outs of process automation for Salesforce platform manager 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 platform manager to utilize its functionality for better productivity. Our free course leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
After finishing this course, you will know how to build and manage your everyday CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left behind.
After finishing this course, you will know how to build and manage your everyday 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 process automation for Salesforce platform manager utilizing 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 proof of your new expertise.
What will you learn?
- Why automating repeating workflows is important for organization efficiency.
- What key tasks Salesforce platform manager can streamline 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 using ready-made templates.
- How to set up Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce platform manager and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new job perspectives led by workflow automation skills
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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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Our platform doesn’t impose any time restrictions for your studies. You can sign up and start your 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 remain available whenever you want to refresh your expertise.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs properly. CRM integration with airSlate enables Salesforce platform manager to automate complex document workflows, eliminate errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM increases efficiency within your company and helps your employees spend less time on boring routines. They can concentrate instead on the things that matter most. Our training courses reveal the ways to achieve this.
Every free course on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with our solution before, getting acquainted with all it can do may take more time. We recommend new users start with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your organization.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product offers 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 free 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 enroll in the preferred 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.
A lot of resources on the web help clarify workflow automation. Our studying platform offers one of the most efficient ways for Salesforce platform manager to quickly discover how no-code workflow automation works for their business and what beliefs it brings. Our free course gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.