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Self-paced
Learn advanced Salesforce sales admin skills and improve efficiency with the airSlate Academy certification program
259 students
Discover new perspectives for your business with the latest airSlate Academy certification program. Learn advanced Salesforce sales admin skills and 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 importance of document workflow automation and disclose practical insights for Salesforce sales admin to use its functionality for greater productivity. Our certification program leads you on how to set up automation for your CRM processes and shift your attention from routine to more crucial activities.
After finishing this course, you will know how to develop and manage your everyday CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left in the past.
After finishing this course, you will know how to develop and manage your everyday CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow enhancement using airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repetitive workflows is important for company efficiency.
- What advanced Salesforce sales admin skills you can get to streamline your regular processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your company.
- How to create document workflows from scratch or using ready-made templates.
- How to set up Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce sales admin and anyone constantly working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone looking for new job opportunities 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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Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands effectively. CRM integration with airSlate enables Salesforce sales admin to automate complex document workflows, minimize errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate functionality 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 training programs reveal the ways to achieve this.
Yes, we’ve created all our training programs cost-free and available for everyone interested. You only need to register with our Academy platform and enroll in 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.
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 get back to your studies whenever you it is convenient. And finally, your accomplished courses will remain available whenever you want to renew your expertise.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, including data transition between forms and software apps. 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.
Many resources on the web help explain workflow automation. Our learning platform offers one of the most effective ways for Salesforce sales admin to quickly find out how no-code workflow automation works for their organization and what values it brings. Our certification program gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Every certification program on our platform requires 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 different ways that others have used airSlate that might apply to your company.