to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your performance with the airSlate Academy certification course for Salesforce system admin
259 students
Discover new perspectives for your business with the latest airSlate Academy certification course for Salesforce system admin. Learn 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 demonstrate the value of document workflow automation and reveal practical insights for Salesforce system admin to use its features for better efficiency. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more critical activities.
By the end of this course, you will know how to develop and manage your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry problems left in the past.
By the end of this course, you will know how to develop and manage your day-to-day CRM workflows most productively and discover ways to route records between documents and systems with manual data entry problems left in the past.
What’s included:
- Lessons outlining the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A certification course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repeating workflows is important for organization efficiency.
- What key tasks Salesforce system admin can streamline with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your company.
- How to build document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce system admin and anyone constantly working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new career perspectives led by workflow automation expertise
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
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 system admin to automate complex document workflows, reduce errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM increases efficiency within your organization 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 particular knowledge or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, including 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.
Many resources on the web help clarify workflow automation. Our learning platform provides one of the most efficient ways for Salesforce system admin to quickly learn how no-code workflow automation works for their business and what values it brings. Our certification course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Our platform doesn’t set any time restrictions for your studies. You can enroll and start your training course at any time. You can put it on pause and return to your studies whenever you find it convenient. And finally, your accomplished courses will remain available whenever you want to refresh your expertise.
Every certification course on our platform requires only a few hours to go through all its parts. However, if you haven’t utilized 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 situation.
Yes, we’ve made all our training programs free of charge and available for everyone interested. You only need to register with our Academy platform and join the selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.