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Level up your skills in business document automation for Salesforce admin with our certification program
259 students
Learn the ins and outs of business document automation for Salesforce admin 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 studying program to show the value of document workflow automation and disclose practical insights for Salesforce admin to utilize its capabilities for greater productivity. Our certification program leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
After finishing this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input hassles left in the past.
After finishing this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input hassles left in the past.
What’s included:
- Lessons explaining the specifics of business document automation for Salesforce admin using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating recurring workflows matters for organization efficiency.
- What crucial tasks Salesforce admin can enhance 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 using ready-made templates.
- How to set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce admin and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new job 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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No, you won’t need any specific expertise 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 applications. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification program, irrespective of their technical background.
Every certification program on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with 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 organization.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs effectively. CRM integration with airSlate enables Salesforce admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM improves efficiency within your organization and helps your team members spend less time on boring routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.
Our platform doesn’t set any time restrictions for your studies. You can enroll and start your course at any moment. You can put it on pause and return to your studies whenever you find it convenient. And lastly, your accomplished courses will be available whenever you want to refresh your knowledge.
Yes, we’ve made all our studying programs free of charge and available for everyone interested. You just need to sign-up with our Academy platform and enroll in the chosen 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.
A lot of resources on the web help explain workflow automation. Our training platform provides one of the most effective ways for Salesforce admin to quickly discover how no-code workflow automation works for their organization and what beliefs it brings. Our certification program gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.