to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in no-code workflow automation for Salesforce admin role with our professional certification
259 students
Learn the ins and outs of no-code workflow automation for Salesforce admin role with airSlate Academy professional 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 learning program to demonstrate the value of document workflow automation and reveal practical insights for Salesforce admin role to use its features for better productivity. Our professional certification 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 handle your day-to-day CRM workflows most productively and learn how to route data between documents and systems with manual data input hassles left in the past.
By the end of this course, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route data 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 Salesforce admin role utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A professional certification completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repeating workflows matters for business efficiency.
- What key tasks Salesforce admin role can streamline with no-code automation features.
- How to get started with airSlate and set up a Workspace for your company.
- How to create document workflows from scratch or utilizing ready-made templates.
- How to configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce admin role and anyone frequently working in your CRM
- Salesforce users interested in streamlining their everyday processes
- Everyone seeking new job perspectives led by workflow automation skills
Start learning today
Sign now for free
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.
Need help?
Contact Support
Yes, we’ve made all our learning programs free of charge and available for everyone interested. You just need to register 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 right away so you can practice what you’ve learned.
Despite Salesforce being a robust system for managing customer-related processes, its native automation tools may be insufficient to cover all document management needs appropriately. CRM integration with airSlate allows Salesforce admin role to automate complex document workflows, eliminate errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM improves efficiency within your organization and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training courses reveal the ways to achieve this.
Our platform doesn’t set any time limits 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 it is convenient. And lastly, your accomplished courses will be available whenever you want to renew your knowledge.
Every professional certification on our platform requires only a few hours to complete all its parts. However, if you haven’t utilized our solution before, getting familiar 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 company.
A lot of resources on the web help clarify workflow automation. Our studying platform provides one of the most effective ways for Salesforce admin role to quickly discover how no-code workflow automation works for their business and what values it brings. Our professional certification gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, like data routing 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 professional certification, irrespective of their technical background.