to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in workflow automation for Salesforce document manager with our certification program
259 students
Learn the ins and outs of workflow automation for Salesforce document manager with airSlate Academy certification program 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 value of document workflow automation and reveal practical insights for Salesforce document manager to utilize its functionality for greater efficiency. Our certification program 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 build and manage your daily CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left behind.
After finishing this course, you will know how to build and manage your daily CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left behind.
What’s included:
- Lessons explaining the specifics of workflow automation for Salesforce document manager using airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repeating workflows matters for business efficiency.
- What crucial tasks Salesforce document manager can improve 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 using ready-made templates.
- How to set up Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce document manager and anyone frequently working in your CRM
- Salesforce users considering streamlining their everyday processes
- Everyone looking for new job perspectives led by workflow automation skills
Start learning today
Sign now for free
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.
Need help?
Contact Support
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 get back to your studies any time you find it convenient. And lastly, your completed courses will remain available whenever you want to refresh your knowledge.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate allows Salesforce document manager to automate complex document workflows, reduce 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 company and helps your staff spend less time on tedious routines. They can focus instead on the things that matter most. Our training courses disclose the ways to achieve this.
No, you won’t need any specific knowledge 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 applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our certification program, no matter their technical background.
Every certification program on our platform requires only a few hours to go through all its parts. However, if you haven’t worked with our solution before, getting acquainted 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 situation.
A lot of resources on the web help clarify workflow automation. Our learning platform provides one of the most efficient ways for Salesforce document manager to quickly find out how no-code workflow automation works for their business and what values it brings. Our certification program gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
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 preferred certification program. If you haven’t set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve discovered.