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Self-paced
Learn core Salesforce independent consultant skills and improve efficiency with the airSlate Academy training
259 students
Discover new perspectives for your business with the latest airSlate Academy training. Learn core Salesforce independent consultant skills and 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 reveal practical insights for Salesforce independent consultant to use its capabilities for better efficiency. Our training leads you on how to set up automation for your CRM processes and shift your attention from routine to more critical activities.
By the end of this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route records between forms and systems with manual data entry hassles left behind.
By the end of this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route records between forms and systems with manual data entry hassles left behind.
What’s included:
- Lessons explaining the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A training 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 organization efficiency.
- What core Salesforce independent consultant 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 organization.
- How to create document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce independent consultant and anyone constantly working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone seeking 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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Many resources on the web help clarify workflow automation. Our learning platform provides one of the most efficient ways for Salesforce independent consultant to quickly discover how no-code workflow automation works for their company and what values it brings. Our training gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Every training 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 start with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your organization.
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, like data routing between documents and applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our training, irrespective of 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 immediately so you can practice what you’ve discovered.
Our platform doesn’t impose any time restrictions for your studies. You can enroll and start your training course at any time. You can put it on pause and return to your studies any time you it is convenient. And lastly, your completed courses will be available whenever you want to renew your knowledge.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands appropriately. CRM integration with airSlate enables Salesforce independent consultant to automate complex document workflows, reduce errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM improves efficiency within your company and helps your staff spend less time on tedious routines. They can focus instead on the things that matter most. Our training programs disclose the ways to achieve this.