Self-paced

Learn new Salesforce account manager skills and improve efficiency with the airSlate Academy training

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259 students
Discover new perspectives for your business with the latest airSlate Academy training. Learn new Salesforce account manager skills and improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
Learn new Salesforce account manager skills and improve efficiency with the airSlate Academy training

About this course

We’ve created this learning program to show the importance of document workflow automation and reveal practical insights for Salesforce account manager to utilize its features for greater productivity. 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 program, you will know how to develop and handle your everyday CRM workflows most productively and learn how to route records between forms 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 got about workflow automation.
  • A training completion badge for your CV and LinkedIn profile as proof of your new expertise.

What will you learn?

  • Why automating recurring workflows matters for organization efficiency.
  • What new Salesforce account manager 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 using ready-made templates.
  • How to configure Bots for Salesforce integration to precisely route data between systems.

Who is this course for?

  • Salesforce account manager and anyone frequently working in your CRM
  • Salesforce users considering streamlining their everyday processes
  • Everyone looking for new job opportunities led by workflow automation skills

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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 register and start your training course at any time. You can put it on pause and get back to your studies any time you it is convenient. And finally, your accomplished courses will remain available whenever you want to renew your knowledge.

Every training on our platform requires just a few hours to complete all its parts. However, if you haven’t utilized 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 various ways that others have used airSlate that might apply to your situation.

No, you won’t need any particular knowledge or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, like data routing between forms and apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our training, irrespective of their technical background.

Yes, we’ve created all our learning programs cost-free and available for everyone interested. You just need to sign-up with our Academy platform and join the chosen certification program. If you haven’t registered 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 training platform provides one of the most efficient ways for Salesforce account manager to quickly find out how no-code workflow automation works for their business and what values it brings. Our training gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.

Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands effectively. CRM integration with airSlate allows Salesforce account manager 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 productivity 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.