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Level up your skills in business document automation for Salesforce 101 admin with our certification course
259 students
Learn the ins and outs of business document automation for Salesforce 101 admin with airSlate Academy certification 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 demonstrate the importance of document workflow automation and reveal practical insights for Salesforce 101 admin to utilize its features for greater 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.
After finishing this course, you will know how to build and handle your daily CRM workflows most productively and discover ways to route records between forms and systems with manual data entry hassles left in the past.
After finishing this course, you will know how to build and handle your daily CRM workflows most productively and discover ways to route records between forms and systems with manual data entry hassles left in the past.
What’s included:
- Lessons describing the specifics of business document automation for Salesforce 101 admin using 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 proof of your new skills.
What will you learn?
- Why automating repeating workflows matters for company efficiency.
- What crucial tasks Salesforce 101 admin can enhance 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 configure Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce 101 admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new career perspectives led by workflow automation skills
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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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Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs effectively. CRM integration with airSlate enables Salesforce 101 admin to automate complex document workflows, eliminate 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 company and helps your team members spend less time on boring routines. They can focus instead on the things that matter most. Our training courses reveal the ways to achieve this.
Yes, we’ve made all our training 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 right away so you can practice what you’ve discovered.
Our platform doesn’t impose any time limits for your studies. You can register and start your training course at any time. You can put it on pause and get back to your studies whenever you find it convenient. And finally, your completed courses will be available whenever you want to refresh your knowledge.
A lot of resources on the web help explain workflow automation. Our studying platform provides one of the most efficient ways for Salesforce 101 admin to quickly find out 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.
Every certification course on our platform requires just a few hours to go through all its parts. However, if you haven’t worked with 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 different ways that others have used airSlate that might apply to your company.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, like data routing between documents and software apps. You’ll find them simple to use and quick to learn from, and anyone can get on board with our certification course, no matter their technical background.