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Self-paced
Level up your skills in no-code workflow automation for daily Salesforce Admin with our training course
259 students
Learn the ins and outs of no-code workflow automation for daily Salesforce admin with airSlate Academy training course 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 daily Salesforce admin to use its features for greater efficiency. Our training course 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 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 input hassles left in the past.
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 input hassles left in the past.
What’s included:
- Lessons describing the specifics of no-code workflow automation for daily Salesforce admin utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A training course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repeating workflows matters for business efficiency.
- What crucial tasks daily Salesforce admin can enhance with no-code automation capabilities.
- How to get started with airSlate and set up a Workspace for your organization.
- How to build document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- daily 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 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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Every training course on our platform requires just a few hours to complete all its parts. However, if you haven’t worked with our solution before, getting familiar 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 situation.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, like data routing between forms and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our training course, irrespective of their technical background.
Our platform doesn’t set any time limits for your studies. You can enroll and start your training course at any time. You can put it on pause and return to your studies whenever you it is convenient. And finally, your completed courses will be available whenever you want to refresh your knowledge.
Despite Salesforce being a robust 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 daily Salesforce admin to automate complex document workflows, reduce errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM boosts 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 programs reveal the ways to achieve this.
A lot of resources on the web help clarify workflow automation. Our studying platform offers one of the most effective ways for daily Salesforce admin to quickly learn how no-code workflow automation works for their organization and what beliefs it brings. Our training course gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Yes, we’ve created all our learning programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and join the selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve learned.