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Perfect your Salesforce digital skills for greater performance with the airSlate Academy training
259 students
Perfect your Salesforce digital skills with airSlate training and discover new perspectives for your business. Learn 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 show the importance of document workflow automation and disclose practical insights on how to use its features for better efficiency. Our training leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
By the end of this course, you will know how to develop and manage your daily CRM workflows most productively, discover ways to route records between documents and systems with manual data entry hassles left behind, and significantly boost your Salesforce digital skills.
By the end of this course, you will know how to develop and manage your daily CRM workflows most productively, discover ways to route records between documents and systems with manual data entry hassles left behind, and significantly boost your Salesforce digital skills.
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 training completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating recurring workflows matters for business efficiency.
- What Salesforce digital skills you can get to streamline your daily processes.
- How to get started with airSlate and set up a Workspace for your organization.
- How to build document workflows from scratch or utilizing ready-made templates.
- How to set up no-code Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Everyone managing processes in Salesforce and anyone constantly working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new job opportunities 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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Yes, we’ve created all our studying programs cost-free and available for everyone interested. You only need to register with our Academy platform and join the preferred certification program. Perfect your Salesforce digital skills with our training and practice what you’ve discovered after creating your airSlate account.
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 helps automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM boosts efficiency within your company and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training reveals the ways to achieve this.
Perfect your Salesforce digital skills promptly with our training, which takes 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 different ways that others have used airSlate that might apply to your organization.
Our platform doesn’t impose any time limits for your studies. You can enroll and start your training course whenever you want. You can put it on pause and return to your studies whenever you find it convenient. And lastly, your accomplished courses will remain available whenever you want to refresh your expertise.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, including data routing between documents and applications. You’ll find them simple to use and fast to learn from, and anyone can get on board with our training, no matter their technical background.
A lot of resources on the web help explain workflow automation. Our learning platform offers one of the most efficient ways for Salesforce admins and users to quickly find out how no-code workflow automation works for their business and what values it brings. Our training gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.