airSlate Functionality for Salesforce Teams
About this course
This course demonstrates how to transform how you manage users in Salesforce by making any actions within your organization simple, automated, and smooth. You'll learn how to simplify work in Salesforce for you and your teams by optimizing time-consuming tasks, delivering more clarity into how processes operate, and keeping your employees aware of their responsibilities and common goals.
By the end of this course, you'll be able to organize teams more efficiently, follow up on a workflow’s status and updates, grant access permissions to different stakeholders, and ensure smooth workflow collaboration inside your Salesforce organization.
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Manage the admin side of Salesforce collaboration with airSlate
Managing teams and employees in a virtual environment can sometimes be very challenging, especially if multiple systems of record and apps are involved. But it’s not the case if you use Salesforce in conjunction with airSlate.
airSlate provides seamless integration with Salesforce. Not only does it allow for frictionless workflow collaboration and automation, but it also creates alignment across your teams and departments. By enabling integration, you, as an admin, can easily grant Salesforce users access to airSlate and vice versa without resorting to multiple verifications and login steps.
Additionally, you'll be able to:
- Give permissions to airSlate users,
- Grant Salesforce users access to an airSlate package directly from Salesforce,
- Automatically trigger activation and deactivation of Salesforce users in airSlate.
Key benefits of airSlate when connected to Salesforce
- Limitless document generation capabilities
Take advantage of advanced tools that let you create neat and professional-looking documents based on existing templates or from scratch following a pre-set conditional logic. - Streamlined data collection
Generate web forms to seamlessly collect data from other users, update or create records in Salesforce based on this data, or automatically pre-fill other documents. - Seamless esignature and payment collection
Use the built-in eSignature solution to request legally-binding signatures from multiple parties and collect payments directly from documents. - No-code automation
Automate all parts of your workflow using Salesforce Bots that require no coding skills or knowledge of programming languages. - Simplified team management
Manage, restrict, and grant access to your employees directly from Salesforce or airSlate with no extra hassle.
Learning the team management side of Salesforce + airSlate integration
At airSlate, we ensure that our customers enjoy a seamless user experience right from the outset. That’s why we created a series of courses dedicated to Salesforce integration with airSlate. You can take them on your terms and at your own pace. We’ve dedicated one of the courses to the ins and outs of setting up the admin side of the Salesforce integration with airSlate.
There’ll be no better time to make your business processes more synchronized and streamlined across your Salesforce and airSlate accounts. Try airSlate, learn with the airSlate Academy, and more easily integrate with Salesforce!
A Team (or an Account Team) is an account setup for a specific circle of users working on a particular project. Within an Account Team, admins can assign roles and role-specific tasks to users and track the overall project progress.
Enabling a team in Salesforce gives employees from different departments that work on mutual cases more flexibility. To enable Account Teams, simply navigate to the Account Teams setup page and tick the box Accounts Teams Enabled option → hit Save. Choose an account layout and set up the team roles. Add yourself and other users to the team, define your added users' access level and finish the setup process. Please visit this page to get more details on enabling a team.
Opportunity teams represent a group of users whose workflow collaboration centers around developing a successful sales pipeline. Usually, these groups consist of account managers, sales reps, and other sales experts.
Salesforce collaboration encompasses a variety of tools that teams across departments can use to keep up with your company’s projects, share insights and knowledge, and stay on top of their tasks and strategies.
Yes. Salesforce provides numerous opportunities for internal and external collaboration and team management. One of them is enabled by integrations with other solutions, like airSlate. airSlate helps put your Salesforce document workflows on autopilot and automate any action related to them.
Today, there is an abundance of resources you and your team can use to learn how Salesforce works. One of the most popular ones is Trailhead. Salesforce experts developed it to offer everyone a wide range of learning materials, workshops, and other free training possibilities. However, if you’d like to upgrade your Salesforce document workflow automation, check out airSlate Academy’s specialized courses on Salesforce integration. They’re free and require no steep learning curve. Visit the airSlate Academy and enroll in our classes now!
