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Self-paced
Level up your skills in process automation for Salesforce product manager with our certification program
259 students
Learn the ins and outs of process automation for Salesforce product manager 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 studying program to show the importance of document workflow automation and reveal practical insights for Salesforce product manager to use its capabilities for greater efficiency. Our certification program leads you on how to set up automation for your CRM processes and shift your attention from routine to more crucial activities.
By the end of this course, you will know how to build and handle your daily CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left behind.
By the end of this course, you will know how to build and handle your daily CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left behind.
What’s included:
- Lessons outlining the specifics of process automation for Salesforce product manager utilizing 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 proof of your new skills.
What will you learn?
- Why automating recurring workflows is important for business efficiency.
- What key tasks Salesforce product manager can improve with no-code automation features.
- How to get started with airSlate and set up a Workspace for your organization.
- How to create document workflows from scratch or utilizing ready-made templates.
- How to configure Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce product manager and anyone frequently working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new career 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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Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs effectively. CRM integration with airSlate allows Salesforce product manager to automate complex document workflows, minimize errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM increases efficiency within your organization and helps your employees spend less time on boring routines. They can concentrate instead on the things that matter most. Our training courses reveal the ways to achieve this.
Every certification program on our platform requires only a few hours to go through all its parts. However, if you haven’t worked with 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 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 course at any moment. You can put it on pause and get back to your studies any time you find it convenient. And lastly, your completed courses will remain available whenever you want to refresh your knowledge.
Yes, we’ve made all our learning programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and enroll in 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 discovered.
No, you won’t need any specific expertise or skills to start your workflow automation path. Our product provides no-code solutions for various document-related task completion, like data transition between forms and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification program, irrespective of their technical background.
Many resources on the web help clarify workflow automation. Our training platform offers one of the most effective ways for Salesforce product manager to quickly discover how no-code workflow automation works for their company and what values it brings. Our certification program gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.