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Learn new Salesforce principle 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 new Salesforce principle 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 value of document workflow automation and reveal practical insights for Salesforce principle consultant to utilize its functionality for better efficiency. Our certification leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
By the end of this program, 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 entry problems left behind.
By the end of this program, 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 entry problems left behind.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization using airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating recurring workflows matters for company efficiency.
- What new Salesforce principle 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 company.
- 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 principle consultant and anyone constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new career opportunities 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 set any time restrictions for your studies. You can sign up and start your training course whenever you want. You can put it on pause and get back to your studies whenever you find it convenient. And finally, your completed courses will be available whenever you want to renew your knowledge.
Many resources on the web help clarify workflow automation. Our learning platform provides one of the most effective ways for Salesforce principle consultant to quickly learn how no-code workflow automation works for their business and what values it brings. Our certification gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, such as data routing 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, no matter their technical background.
Every certification on our platform requires only 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 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 just need to sign-up 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 discovered.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs properly. CRM integration with airSlate enables Salesforce principle consultant to automate complex document workflows, minimize errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM increases productivity within your company and helps your employees 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.