to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn must-know Salesforce best consultant skills and improve efficiency with the airSlate Academy certification
259 students
Discover new perspectives for your business with the latest airSlate Academy certification. Learn must-know Salesforce best 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 disclose practical insights for Salesforce best consultant to utilize its functionality for better productivity. Our certification 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 program, you will know how to build and handle your daily CRM workflows most productively and discover ways to route records between forms and systems with manual data input problems left behind.
After finishing this program, you will know how to build and handle your daily CRM workflows most productively and discover ways to route records between forms and systems with manual data input problems left behind.
What’s included:
- Lessons describing the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to review and consolidate the knowledge you acquired about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repeating workflows is important for organization efficiency.
- What must-know Salesforce best consultant 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 organization.
- How to create document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce best consultant and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new job opportunities led by workflow automation expertise
Start learning today
Sign now for free
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.
Need help?
Contact Support
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate enables Salesforce best consultant 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 team members spend less time on boring routines. They can focus instead on the things that matter most. Our training courses disclose the ways to achieve this.
Every certification on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with 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 various ways that others have used airSlate that might apply to your company.
Yes, we’ve made all our training programs free of charge and available for everyone interested. You only need to register with our Academy platform and join the preferred 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.
Our platform doesn’t impose any time limits for your studies. You can sign up and start your training course at any moment. You can put it on pause and get back to your studies whenever you it is convenient. And finally, your accomplished courses will be available whenever you want to refresh your knowledge.
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, like data transition between documents and applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our certification, irrespective of their technical background.
Many resources on the web help explain workflow automation. Our learning platform provides one of the most effective ways for Salesforce best consultant to quickly learn how no-code workflow automation works for their organization and what beliefs it brings. Our certification gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.