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Upgrade your Salesforce digital skills for greater performance with the airSlate Academy free course
259 students
Upgrade your Salesforce digital skills with airSlate free course 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 learning program to show the value of document workflow automation and reveal practical insights on how to use its features for better efficiency. Our free course leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
After finishing this course, you will know how to develop and handle your daily CRM workflows most productively, learn how to route data between forms and systems with manual data entry problems left behind, and significantly boost your Salesforce digital skills.
After finishing this course, you will know how to develop and handle your daily CRM workflows most productively, learn how to route data between forms and systems with manual data entry problems left behind, and significantly boost your Salesforce digital skills.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A free course completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating repeating workflows matters for company 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 company.
- How to create document workflows from scratch or using ready-made templates.
- How to configure no-code Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Everyone managing processes in Salesforce and anyone frequently working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone seeking new career 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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Our platform doesn’t set any time restrictions 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 it is convenient. And lastly, your completed courses will be available whenever you want to refresh your expertise.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate helps automate complex document workflows, minimize errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate capabilities into your CRM boosts efficiency within your company and helps your staff spend less time on boring routines. They can concentrate instead on the things that matter most. Our free course discloses the ways to achieve this.
Upgrade your Salesforce digital skills promptly with our free course, which takes only a few hours to complete all its parts. However, if you haven’t utilized our solution before, getting acquainted with all it can do may take longer. We recommend new users start with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your organization.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, such as data transition between documents and software apps. You’ll find them simple to use and quick to learn from, and anyone can get on board with our free course, irrespective of their technical background.
Yes, we’ve created all our training programs free of charge and available for everyone interested. You only need to sign-up with our Academy platform and join the selected certification program. Upgrade your Salesforce digital skills with our free course and practice what you’ve discovered after registering your airSlate account.
Many resources on the web help clarify workflow automation. Our training platform offers one of the most efficient ways for Salesforce admins and users to quickly learn how no-code workflow automation works for their company and what values it brings. Our free course gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.