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Level up your skills in no-code data automation for Salesforce admin with our certification
259 students
Learn the ins and outs of no-code data automation for Salesforce admin with airSlate Academy certification and discover new perspectives for your business. Find out how to 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 admin to utilize its features 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 vital activities.
After finishing this course, you will know how to develop and manage your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input hassles left behind.
After finishing this course, you will know how to develop and manage your everyday CRM workflows most productively and learn how to route data between forms and systems with manual data input hassles left behind.
What’s included:
- Lessons describing the specifics of no-code data automation for Salesforce admin 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 repeating workflows matters for company efficiency.
- What key tasks Salesforce admin can improve with no-code automation capabilities.
- 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 precisely route data between systems.
Who is this course for?
- Salesforce admin and anyone constantly working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone seeking new career 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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Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands effectively. CRM integration with airSlate allows Salesforce admin 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 increases efficiency within your organization and helps your team members spend less time on boring routines. They can concentrate instead on the things that matter most. Our training courses disclose the ways to achieve this.
Our platform doesn’t set any time restrictions for your studies. You can enroll and start your course at any moment. You can put it on pause and return to your studies whenever you it is convenient. And finally, your completed courses will remain available whenever you want to renew your expertise.
Yes, we’ve created all our learning programs free of charge and available for everyone interested. You only need to sign-up 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 learned.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, including data transition between forms and software apps. 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.
A lot of resources on the web help clarify workflow automation. Our learning platform offers one of the most efficient ways for Salesforce admin to quickly discover how no-code workflow automation works for their company and what beliefs it brings. Our certification gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
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 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 situation.