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Learn essential Salesforce marketing specialist skills and improve efficiency with the airSlate Academy automation course
259 students
Discover new perspectives for your business with the latest airSlate Academy automation course. Learn essential Salesforce marketing specialist 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 show the value of document workflow automation and disclose practical insights for Salesforce marketing specialist to use its features for greater efficiency. Our automation course leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
After finishing this program, you will know how to develop and manage your everyday CRM workflows most productively and learn how to route records between forms and systems with manual data input problems left behind.
After finishing this program, you will know how to develop and manage your everyday 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 outlining the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A automation course completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repeating workflows matters for company efficiency.
- What essential Salesforce marketing specialist skills you can get to streamline your daily 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 marketing specialist and anyone constantly working in your CRM
- Salesforce users considering streamlining their daily processes
- Everyone looking for new job opportunities 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 automation course on our platform requires just a few hours to complete all its parts. However, if you haven’t utilized 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.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, including data routing 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 automation course, no matter their technical background.
Many resources on the web help explain workflow automation. Our training platform provides one of the most efficient ways for Salesforce marketing specialist to quickly discover how no-code workflow automation works for their organization and what values it brings. Our automation course gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
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 immediately so you can practice what you’ve learned.
Our platform doesn’t set any time limits for your studies. You can sign up and start your course at any time. You can put it on pause and return to your studies any time you it is convenient. And finally, your accomplished courses will remain available whenever you want to refresh your knowledge.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands appropriately. CRM integration with airSlate allows Salesforce marketing specialist to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM boosts productivity within your company and helps your team members spend less time on tedious routines. They can focus instead on the things that matter most. Our training courses disclose the ways to achieve this.