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Self-paced
Level up your skills in process automation for Salesforce system admin with our online course
259 students
Learn the ins and outs of process automation for Salesforce system admin with airSlate Academy online 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 Salesforce system admin to utilize its functionality for greater productivity. Our online course 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 learn how to route data between forms and systems with manual data entry problems left in the past.
After finishing this course, you will know how to develop and handle your daily CRM workflows most productively and learn how to route data between forms and systems with manual data entry problems left in the past.
What’s included:
- Lessons describing the specifics of process automation for Salesforce system admin using airSlate.
- Final quiz to review and consolidate the knowledge you received about workflow automation.
- A online course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repetitive workflows is important for organization efficiency.
- What crucial tasks Salesforce system admin can streamline with no-code automation features.
- How to get started with airSlate and set up a Workspace for your company.
- 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?
- Salesforce system 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 online course on our platform requires just a few hours to complete all its parts. However, if you haven’t utilized our solution before, getting familiar with all it can do may take longer. We recommend new users start with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your situation.
Yes, we’ve made all our learning programs cost-free and available for everyone interested. You just need to sign-up 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 discovered.
Many resources on the web help explain workflow automation. Our training platform offers one of the most efficient ways for Salesforce system admin to quickly discover how no-code workflow automation works for their company and what values it brings. Our online course gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, like data transition between documents and applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our online course, irrespective of their technical background.
Our platform doesn’t impose 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 return to your studies any time you it is convenient. And finally, your accomplished courses will remain available whenever you want to renew 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 allows Salesforce system admin to automate complex document workflows, minimize errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM increases productivity within your company and helps your employees spend less time on tedious routines. They can focus instead on the things that matter most. Our training programs disclose the ways to achieve this.