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Improve your Salesforce basic skills for greater performance with the airSlate Academy free course
259 students
Improve your Salesforce basic skills with airSlate free course and discover new perspectives for your business. Learn 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 demonstrate the value of document workflow automation and disclose practical insights on how to utilize its functionality for better efficiency. Our free course leads you on how to set up automation for your CRM processes and shift your focus from routine to more critical activities.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively, learn how to route data between forms and systems with manual data input problems left behind, and significantly improve your Salesforce basic skills.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively, learn how to route data between forms and systems with manual data input problems left behind, and significantly improve your Salesforce basic skills.
What’s included:
- Lessons explaining the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to check and consolidate the knowledge you got about workflow automation.
- A free course completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repeating workflows is important for business efficiency.
- What Salesforce basic skills you can get to streamline your daily processes.
- 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 no-code Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Everyone managing processes in Salesforce and anyone frequently working in your CRM
- Salesforce users considering streamlining their everyday processes
- Everyone seeking 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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A lot of resources on the web help explain workflow automation. Our studying platform offers one of the most effective ways for Salesforce admins and users to quickly discover how no-code workflow automation works for their business and what beliefs it brings. Our free course gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Yes, we’ve made all our studying programs free of charge and available for everyone interested. You just need to register with our Academy platform and enroll in the chosen certification program. Improve your Salesforce basic skills with our free course and practice what you’ve discovered after creating your airSlate account.
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, such as data routing between documents and applications. You’ll find them simple to use and fast to learn from, and anyone can get on board with our free course, no matter their technical background.
Our platform doesn’t impose any time restrictions for your studies. You can register and start your course at any moment. You can put it on pause and return to your studies any time you it is convenient. And lastly, your completed courses will remain available whenever you want to renew your knowledge.
Improve your Salesforce basic skills promptly with our free course, which takes just a few hours to complete all its parts. However, if you haven’t used our solution before, getting familiar with all it can do may take more time. 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 situation.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs properly. CRM integration with airSlate helps automate complex document workflows, minimize errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM increases efficiency within your company and helps your employees spend less time on tedious routines. They can focus instead on the things that matter most. Our free course reveals the ways to achieve this.