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Level up your skills in business process automation for Salesforce basic admin with our certification
259 students
Learn the ins and outs of business process automation for Salesforce basic admin with airSlate Academy certification 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 importance of document workflow automation and reveal practical insights for Salesforce basic admin to use its functionality for greater productivity. Our certification 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 handle your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left behind.
By the end of this course, you will know how to develop and handle your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left behind.
What’s included:
- Lessons explaining the specifics of business process automation for Salesforce basic admin using airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repetitive workflows matters for organization efficiency.
- What crucial tasks Salesforce basic admin can improve with no-code automation features.
- How to get started with airSlate and set up a Workspace for your company.
- 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 basic admin and anyone constantly working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone looking for new job 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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Our platform doesn’t impose any time limits for your studies. You can sign up and start your course at any moment. You can put it on pause and return to your studies any time you find it convenient. And finally, your completed courses will be available whenever you want to refresh your knowledge.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands appropriately. CRM integration with airSlate allows Salesforce basic admin to automate complex document workflows, reduce errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM boosts efficiency within your company and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training courses disclose the ways to achieve this.
Yes, we’ve created all our learning programs totally 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 set up an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve learned.
Many resources on the web help clarify workflow automation. Our training platform offers one of the most efficient ways for Salesforce basic admin to quickly find out how no-code workflow automation works for their organization and what beliefs it brings. Our certification gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, including data routing between forms and software apps. You’ll find them simple to use and fast to learn from, and anyone can get on board with our certification, irrespective of their technical background.
Every certification on our platform requires only a few hours to complete 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 organization.