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Upgrade your Salesforce admin skills for greater performance with the airSlate Academy online course
259 students
Upgrade your Salesforce admin skills with airSlate online course and discover new perspectives for your business. Learn 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 on how to utilize its capabilities for greater efficiency. Our online course leads you on how to set up automation for your CRM processes and shift your attention from routine to more crucial activities.
By the end of this program, you will know how to develop and manage your daily CRM workflows most productively, learn how to route records between documents and systems with manual data input hassles left in the past, and significantly boost your Salesforce admin skills.
By the end of this program, you will know how to develop and manage your daily CRM workflows most productively, learn how to route records between documents and systems with manual data input hassles left in the past, and significantly boost your Salesforce admin skills.
What’s included:
- Lessons outlining the specifics of Salesforce workflow enhancement using airSlate.
- Final quiz to review and consolidate the knowledge you got 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 repeating workflows is important for company efficiency.
- What Salesforce admin skills you can get to streamline your regular processes.
- 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 configure no-code Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Everyone managing processes in Salesforce and anyone frequently working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone seeking new job perspectives 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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No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, such as data routing between forms and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our online 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 demands effectively. CRM integration with airSlate helps automate complex document workflows, minimize errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves productivity within your organization and helps your team members spend less time on tedious routines. They can focus instead on the things that matter most. Our online course reveals the ways to achieve this.
Many resources on the web help clarify workflow automation. Our training platform provides one of the most effective ways for Salesforce admins and users to quickly find out how no-code workflow automation works for their business and what values it brings. Our online course gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
Our platform doesn’t impose any time limits for your studies. You can sign up and start your course at any time. 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 refresh your knowledge.
Yes, we’ve created all our studying programs free of charge and available for everyone interested. You just need to register with our Academy platform and enroll in the selected certification program. Upgrade your Salesforce admin skills with our online course and practice what you’ve discovered after registering your airSlate account.
Upgrade your Salesforce admin skills promptly with our online course, which takes only 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 various ways that others have used airSlate that might apply to your company.