to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Level up your skills in workflow automation features for Salesforce project manager with our training
259 students
Learn the ins and outs of workflow automation features for Salesforce project manager with airSlate Academy training 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 importance of document workflow automation and disclose practical insights for Salesforce project manager to use its functionality for greater productivity. Our training leads you on how to set up automation for your CRM processes and shift your attention from routine to more critical activities.
After finishing this course, you will know how to develop and handle your day-to-day CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left behind.
After finishing this course, you will know how to develop and handle your day-to-day CRM workflows most productively and learn how to route data between forms and systems with manual data input problems left behind.
What’s included:
- Lessons outlining the specifics of workflow automation features for Salesforce project manager using airSlate.
- Final quiz to check and consolidate the knowledge you received about workflow automation.
- A training completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating recurring workflows matters for business efficiency.
- What crucial tasks Salesforce project 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 using ready-made templates.
- How to set up Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce project manager and anyone frequently working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new career opportunities led by workflow automation expertise
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 created all our studying programs cost-free and available for everyone interested. You only need to sign-up with our Academy platform and join the chosen certification program. If you haven’t registered an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.
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, such as data routing between documents and apps. You’ll find them simple to use and quick 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 effective ways for Salesforce project manager to quickly discover how no-code workflow automation works for their business and what values it brings. Our training gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Our platform doesn’t set any time restrictions for your studies. You can sign up and start your training course at any time. You can put it on pause and return to your studies any time you it is convenient. And finally, your completed courses will be available whenever you want to refresh your expertise.
Every training on our platform requires 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 begin with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your situation.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs effectively. CRM integration with airSlate enables Salesforce project manager to automate complex document workflows, reduce errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM improves efficiency within your company and helps your staff spend less time on boring routines. They can focus instead on the things that matter most. Our training programs reveal the ways to achieve this.