Getting Started with airSlate WorkFlow for Salesforce

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2558 students
30 minutes
Are your data-heavy operations in Salesforce fast and seamless? Retain control of your document workflows by automatically launching and optimizing them without leaving your Salesforce organization.
Getting Started with airSlate WorkFlow for Salesforce

About this course

This course explains how to address the most common challenges businesses face while handling document workflows within their Salesforce organization. You’ll learn how to best apply document workflow automation to streamline the most troublesome and data-heavy operations in Salesforce.

By the end of this course, you'll be able to start your work with document workflow automation in Salesforce, automate data routing, and create and automatically run document workflows connected to Salesforce.

What’s included?

lessons to apply document workflow automation in Salesforce
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to get started with document workflow automation in Salesforce
How to automatically run document workflows in one click from Salesforce
How to automate actions for your document-related operations in Salesforce

Who is this course for?

Anyone who wants to automate data-heavy processes for their Salesforce organization
Anyone looking to eliminate routine work and accelerate their operations in Salesforce
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Learn how to extend your Salesforce automation with airSlate

Salesforce has long been the most popular CRM solution on the market. It’s tough to compete with when it comes to the versatility of its sophisticated features and countless possibilities for automation and customization.

However, there’re still some key features that Salesforce is missing, like a unified document generation, management, and automation solution. Luckily, there’s airSlate, a no-code business process automation platform. It enables users to extend and enhance Salesforce’s core functionality and make a company’s Salesforce operations and back-end processes more consistent across its teams and departments.

airSlate’s seamless integration makes it easier to generate documents directly from Salesforce and build logically structured document approval workflows around them. This integration allows users to set up web forms for smooth data collection, negotiate and redline contracts, create complex multi-level esignature workflows, and more.

Here’s what Salesforce automation with airSlate’s suite of tools can bring to the table:

  • Advanced document creation capabilities featuring the pre-fill with existing data option for flawless, error-free data entry.
  • More streamlined and simplified document routing between multiple parties.
  • Automated Salesforce record updates based on data provided by users in fillable forms.
  • Creation of new Salesforce records based on collected data with minimal manual input.

Scratch the surface of workflow process automation in Salesforce with airSlate Academy

We understand that taking a step toward automating workflows in Salesforce with airSlate may generate some uncertainty. That’s why we decided to create a brand new introductory course to dispel doubts about using our solution for automating your data-heavy Salesforce operations centered around document approval, execution, and data collection. By registering for this course, you and your colleagues will ensure the successful adoption of airSlate’s automation tools.

You can take the course at a pace you find comfortable. Another perk of enrolling in this Salesforce course is a certificate proving you’ve completed it.

Apart from the financial side of becoming an automation expert (automation architect salary), you’ll get other long-term opportunities and become a valuable asset to any company or organization. Whether you want to advance your career, complement your current job, or get your first internship, our course on automation certification is set to help you develop your expertise and become a professional automation architect. Put an end to mindless scrolling and finding the answer to the question “What is an automation architect?” or “What is an automation architect’s salary?”.

And the icing on the cake? It’s free for everyone! Don’t wait another minute. Explore our airSlate for Salesforce course now!

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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Salesforce is a Jack of all trades in the modern world of CRM solutions. It’s a robust platform offering a holistic approach to handling customer records, providing enhanced data-driven analytics, engaging and interacting with customers, managing data-heavy tasks, and more. One of the most considerable advantages of using Salesforce is integrating it with a constellation of tools, services, and apps, including airSlate WorkFlow.

Salesforce automation describes using various tools to automate repetitive back-office tasks, the complexity of which doesn’t matter. These tools can help users map out, build, and configure well-structured flows and approval cycles based on specific rules, user actions, or nested logic. They can be complemented and supercharged by solutions like airSlate WorkFlow to get the most out of a company’s sales efforts.

Automating workflows in Salesforce enables users to cut down on the monotonous tasks in sales, marketing, and customer service that they would otherwise perform manually. These tasks include but are not limited to creating and keeping accurate and up-to-date records, ensuring you and your team are on top of deadlines with automated notifications and alerts, and more. All these processes can be put together and organized into workflow instances with logic that makes sense to your business.

The answer to this question can be manifold. Depending on the department the task is initiated by and its complexity, you can take advantage of different approaches to automating it. Salesforce comes with a variety of automation solutions available under different plans. Review this page to learn about automating tasks with maximum efficiency. If you’re looking for ways to streamline document-based workflows, airSlate WorkFlow is the best option.

airSlate WorkFlow is one of the best options to automate your Salesforce operations. By creating a synergy between these two business solutions, users can streamline document-based processes, like document generation, contract negotiation, approval, and eSignature collection, and sync them across multiple touchpoints.

airSlate Academy has introduced a series of courses that help users gain a more in-depth understanding of how to automate Salesforce processes even better with airSlate WorkFlow. Our online courses provide many introductory insights into what Salesforce automation looks like when enhanced by airSlate WorkFlow. You can take the course on your terms whenever it suits your schedule. Upon successful completion, all participants will receive certification of their study.