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Self-paced
Level up your skills in no-code document automation for Salesforce admin with our certification program
259 students
Learn the ins and outs of no-code document automation for Salesforce admin with airSlate Academy certification program 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 learning program to demonstrate the importance of document workflow automation and reveal practical insights for Salesforce admin to utilize its features for better efficiency. Our certification program leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
By the end of this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route records between forms and systems with manual data entry problems left in the past.
By the end of this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route records between forms and systems with manual data entry problems left in the past.
What’s included:
- Lessons describing the specifics of no-code document automation for Salesforce admin using airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A certification program completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repetitive workflows is important for company efficiency.
- What key tasks Salesforce admin can streamline 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 set up 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 everyday processes
- Everyone looking for new job 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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Yes, we’ve created all our training programs totally 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 straight away so you can practice what you’ve learned.
A lot of resources on the web help explain workflow automation. Our studying platform provides 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 program gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
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, such as data routing between forms and apps. You’ll find them simple to use and quick to learn from, and anyone can get on board with our certification program, irrespective of their technical background.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate allows Salesforce admin to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves efficiency within your company 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.
Every certification program on our platform requires only a few hours to complete all its parts. However, if you haven’t used our solution before, getting familiar with all it can do may take longer. 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.
Our platform doesn’t set any time limits for your studies. You can enroll and start your course at any time. You can put it on pause and return to your studies any time you it is convenient. And finally, your completed courses will be available whenever you want to renew your knowledge.