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Level up your skills in document process automation for Salesforce Admin & analyst with our certification program
259 students
Learn the ins and outs of document process automation for Salesforce admin & analyst 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 demonstrate the value of document workflow automation and disclose practical insights for Salesforce admin & analyst to utilize its features for greater efficiency. Our certification program leads you on how to set up automation for your CRM processes and shift your attention from routine to more critical activities.
After finishing this program, you will know how to build and handle your daily CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left in the past.
After finishing this program, you will know how to build and handle your daily CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left in the past.
What’s included:
- Lessons describing the specifics of document process automation for Salesforce admin & analyst using airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repetitive workflows is important for company efficiency.
- What key tasks Salesforce admin & analyst 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 configure Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce admin & analyst 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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No, you won’t need any particular knowledge or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, such as 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 program, no matter their technical background.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs appropriately. CRM integration with airSlate allows Salesforce admin & analyst to automate complex document workflows, minimize errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves efficiency 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 courses reveal the ways to achieve this.
Our platform doesn’t set any time restrictions 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 whenever you it is convenient. And finally, your completed courses will be available whenever you want to renew your knowledge.
Many resources on the web help clarify workflow automation. Our studying platform provides one of the most efficient ways for Salesforce admin & analyst to quickly discover how no-code workflow automation works for their organization and what values it brings. Our certification program gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Every certification program on our platform requires only a few hours to go through all its parts. However, if you haven’t worked with our solution before, getting acquainted with all it can do may take longer. We recommend new users start with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your company.
Yes, we’ve created all our training programs free of charge and available for everyone interested. You only need to sign-up with our Academy platform and enroll in the preferred 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.