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Self-paced
Level up your skills in document creation for Salesforce basic admin with our certification
259 students
Learn the ins and outs of document creation 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 studying program to demonstrate the importance of document workflow automation and disclose practical insights for Salesforce basic admin to utilize its features for better productivity. Our certification leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
By the end of this course, you will know how to build and manage your daily CRM workflows most productively and learn how to route records between forms and systems with manual data input problems left behind.
By the end of this course, you will know how to build and manage your daily CRM workflows most productively and learn how to route records between forms and systems with manual data input problems left behind.
What’s included:
- Lessons explaining the specifics of document creation for Salesforce basic admin using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repeating workflows matters for organization efficiency.
- What crucial tasks Salesforce basic admin can streamline 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 using ready-made templates.
- How to set up Bots for Salesforce integration to accurately 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 day-to-day processes
- Everyone looking for new career 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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Every certification on our platform requires just 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 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 transition between forms and applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our certification, no matter their technical background.
Yes, we’ve made all our training programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and join the chosen certification program. If you haven’t registered an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve discovered.
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 allows Salesforce basic 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 increases productivity within your company and helps your team members spend less time on tedious 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 limits for your studies. You can sign up and start your training course at any moment. You can put it on pause and get back to your studies any time you find it convenient. And finally, your completed courses will remain available whenever you want to refresh your knowledge.
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 business and what values it brings. Our certification gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.