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Learn must-have Salesforce basic 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 must-have Salesforce basic 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 Salesforce basic admin to utilize its functionality for greater efficiency. Our certification program leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
By the end of this program, you will know how to build and handle your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left in the past.
By the end of this program, you will know how to build and handle your everyday CRM workflows most productively and learn how 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 enhancement utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating recurring workflows matters for organization efficiency.
- What must-have Salesforce basic 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 create document workflows from scratch or using ready-made templates.
- How to set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce basic admin and anyone frequently working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone looking for new career perspectives 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 impose any time limits for your studies. You can sign up and start your course whenever you want. 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 refresh 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 needs effectively. CRM integration with airSlate enables Salesforce basic admin to automate complex document workflows, reduce errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM improves productivity within your company and helps your team members spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training courses reveal the ways to achieve this.
Yes, we’ve made all our learning programs free of charge and available for everyone interested. You only need to register with our Academy platform and join the chosen 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.
Every certification program on our platform requires only a few hours to go through all its parts. However, if you haven’t used our solution before, getting familiar with all it can do may take longer. 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.
Many resources on the web help clarify workflow automation. Our training platform offers one of the most effective ways for Salesforce basic admin to quickly find out how no-code workflow automation works for their business and what values it brings. Our certification program gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
No, you won’t need any particular knowledge or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, such as data transition between documents and applications. You’ll find them simple to use and fast to learn from, and anyone can get on board with our certification program, irrespective of their technical background.