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Learn must-know Salesforce principal consultant skills and improve efficiency with the airSlate Academy online course
259 students
Discover new perspectives for your business with the latest airSlate Academy online course. Learn must-know Salesforce principal consultant 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 demonstrate the value of document workflow automation and reveal practical insights for Salesforce principal consultant to utilize its features for better efficiency. Our online course 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 handle your day-to-day CRM workflows most productively and discover ways to route data between documents and systems with manual data entry problems left behind.
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 documents and systems with manual data entry problems left behind.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A online course completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repetitive workflows matters for organization efficiency.
- What must-know Salesforce principal consultant 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 configure Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce principal consultant and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone looking for new job perspectives led by workflow automation skills
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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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Yes, we’ve created all our training programs cost-free and available for everyone interested. You only need to register 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 right away so you can practice what you’ve learned.
Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs effectively. CRM integration with airSlate allows Salesforce principal 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 organization and helps your employees spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training courses disclose the ways to achieve this.
Every online course 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 start with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your organization.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, including data routing between documents and applications. You’ll find them easy to use and quick to learn from, and anyone can get on board with our online course, irrespective of their technical background.
Our platform doesn’t set any time limits for your studies. You can enroll and start your course at any moment. You can put it on pause and get back to your studies any time you it is convenient. And lastly, your accomplished courses will remain available whenever you want to refresh your knowledge.
Many resources on the web help explain workflow automation. Our training platform provides one of the most efficient ways for Salesforce principal consultant to quickly find out how no-code workflow automation works for their company and what values it brings. Our online course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.