airSlate for Salesforce: Getting Started


airSlate for Salesforce: Getting Started

Discover how airSlate document workflow automation helps you eliminate repetitive tasks and accelerate your daily Salesforce operations.

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About this course:

This course explains the value airSlate delivers to those who use Salesforce on a daily basis and where to start with document workflow automation for your data-heavy workflows in Salesforce.

What does this course cover?

This course provides a detailed guideline on how the airSlate integration works with Salesforce to address the most challenging tasks businesses are looking to streamline within their document workflows.

Why was this course made?

We created this course to help you get the most out of airSlate no-code automation while streamlining all your tasks within Salesforce.

Who can enroll?

Anyone can enroll in this course to learn how to use airSlate no-code automation components for their Salesforce organization.

The materials for this course include:

  • learning resources to help you adopt airSlate no-code automation in your document workflows via Salesforce.
  • quiz to consolidate your acquired knowledge.

What you will learn

Where to get started configuring airSlate no-code automation for your Salesforce organization
How to automatically run document workflows connected to Salesforce
How to automate any action for your document workflows in Salesforce
Duration 30 minutes
Certificate A sharable achievement is included
Subject airSlate for Salesforce: Getting Started
Level Advanced
Language English
Price FREE



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Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner