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Level up your performance with the airSlate Academy certification course for Salesforce sales admin
259 students
Discover new perspectives for your business with the latest airSlate Academy certification course for Salesforce sales admin. 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 demonstrate the value of document workflow automation and reveal practical insights for Salesforce sales admin to utilize its functionality for better productivity. Our certification course leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
By the end of this program, you will know how to build and handle your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left in the past.
By the end of this program, you will know how to build and handle your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left in the past.
What’s included:
- Lessons outlining the specifics of Salesforce workflow enhancement using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification course completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repeating workflows matters for company efficiency.
- What key tasks Salesforce sales admin can streamline with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your organization.
- How to build document workflows from scratch or utilizing ready-made templates.
- How to set up Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce sales admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone seeking new career 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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Yes, we’ve created all our learning programs cost-free and available for everyone interested. You just need to sign-up with our Academy platform and join 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.
Our platform doesn’t set any time limits for your studies. You can register and start your course at any time. You can put it on pause and return to your studies any time you find it convenient. And lastly, your accomplished courses will remain available whenever you want to refresh your expertise.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs appropriately. CRM integration with airSlate allows Salesforce sales admin to automate complex document workflows, minimize errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM boosts 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.
Many resources on the web help clarify workflow automation. Our studying platform offers one of the most effective ways for Salesforce sales admin to quickly discover how no-code workflow automation works for their organization and what beliefs it brings. Our certification course gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
Every certification course on our platform requires just 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 start with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your company.
No, you won’t need any particular knowledge 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 apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification course, no matter their technical background.