Self-paced

Level up your skills in business process optimization for Salesforce professional with our free course

4
Star Rating
259 students
Learn the ins and outs of business process optimization for Salesforce professional with airSlate Academy free 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.
Level up your skills in business process optimization for Salesforce professional with our free course

About this course

We’ve created this studying program to show the importance of document workflow automation and disclose practical insights for Salesforce professional to use its features for greater productivity. Our free course 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 develop and handle your daily CRM workflows most productively and learn how to route data between documents and systems with manual data entry problems left behind.

What’s included:

  • Lessons explaining the specifics of business process optimization for Salesforce professional using airSlate.
  • Final quiz to review and consolidate the knowledge you acquired about workflow automation.
  • A free 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 business efficiency.
  • What key tasks Salesforce professional can enhance with no-code automation capabilities.
  • How to get started with airSlate and set up a Workspace for your organization.
  • How to create document workflows from scratch or utilizing ready-made templates.
  • How to set up Bots for Salesforce integration to precisely route data between systems.

Who is this course for?

  • Salesforce professional and anyone frequently working in your CRM
  • Salesforce users considering streamlining their daily processes
  • Everyone looking for new career opportunities led by workflow automation skills

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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 studying programs cost-free and available for everyone interested. You only need to sign-up with our Academy platform and join the preferred 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 discovered.

Our platform doesn’t set any time limits for your studies. You can enroll and start your training course whenever you want. You can put it on pause and return to your studies whenever you it is convenient. And lastly, your completed courses will remain available whenever you want to refresh your expertise.

Every free 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 company.

No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, like data transition 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 free course, irrespective of their technical background.

Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands effectively. CRM integration with airSlate allows Salesforce professional to automate complex document workflows, eliminate errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM boosts productivity within your company and helps your staff spend less time on boring routines. They can focus instead on the things that matter most. Our training courses disclose the ways to achieve this.

A lot of resources on the web help explain workflow automation. Our studying platform provides one of the most efficient ways for Salesforce professional to quickly find out how no-code workflow automation works for their business and what beliefs it brings. Our free course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.