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Self-paced
Learn must-have daily Salesforce admin skills and improve efficiency with the airSlate Academy training
259 students
Discover new perspectives for your business with the latest airSlate Academy training. Learn must-have daily Salesforce admin 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 show the value of document workflow automation and disclose practical insights for daily Salesforce admin to use its functionality for greater productivity. Our training 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 handle your day-to-day 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 build and handle your day-to-day 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 explaining the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to check and consolidate the knowledge you got about workflow automation.
- A training completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repetitive workflows matters for organization efficiency.
- What must-have daily Salesforce admin skills you can get to enhance your regular processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your company.
- How to build document workflows from scratch or utilizing ready-made templates.
- How to configure Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- daily Salesforce admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone seeking new career 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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Our platform doesn’t set any time limits for your studies. You can enroll and start your training course at any moment. You can put it on pause and get back to your studies whenever you find it convenient. And lastly, your accomplished courses will be available whenever you want to renew your knowledge.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs appropriately. CRM integration with airSlate enables daily Salesforce admin to automate complex document workflows, eliminate 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 organization and helps your employees spend less time on boring routines. They can concentrate instead on the things that matter most. Our training courses reveal the ways to achieve this.
Every training on our platform requires just a few hours to go through 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 begin with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your situation.
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, like data routing between forms and applications. You’ll find them simple to use and fast to learn from, and anyone can get on board with our training, irrespective of their technical background.
Yes, we’ve made all our studying programs totally free and available for everyone interested. You just need to sign-up with our Academy platform and enroll in the chosen certification program. If you haven’t set up an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve discovered.
A lot of resources on the web help clarify workflow automation. Our studying platform provides one of the most effective ways for daily Salesforce admin to quickly learn how no-code workflow automation works for their business and what beliefs it brings. Our training gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.