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Self-paced
Learn must-know Salesforce administrator 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-know Salesforce administrator 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 value of document workflow automation and disclose practical insights for Salesforce administrator to use its functionality 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.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left behind.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left behind.
What’s included:
- Lessons outlining the specifics of Salesforce workflow enhancement using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A training 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 business efficiency.
- What must-know Salesforce administrator skills you can get to enhance 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 set up Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce administrator and anyone constantly working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone seeking new job 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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Many resources on the web help clarify workflow automation. Our studying platform offers one of the most effective ways for Salesforce administrator to quickly learn 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.
Yes, we’ve created all our training programs totally free and available for everyone interested. You just 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 right away so you can practice what you’ve learned.
Our platform doesn’t set any time restrictions for your studies. You can enroll and start your training course whenever you want. You can put it on pause and return to your studies any time you find it convenient. And finally, your accomplished courses will remain available whenever you want to renew your expertise.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands properly. CRM integration with airSlate allows Salesforce administrator 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 boosts efficiency within your company and helps your staff spend less time on boring routines. They can focus instead on the things that matter most. Our training programs 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 used our solution before, getting acquainted with all it can do may take more time. We recommend new users begin with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your situation.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, including data transition between documents and apps. 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.