airSlate Functionality for Salesforce Teams


airSlate Functionality for Salesforce Teams

Start running automated workflows right from Salesforce, collaborate on them with your team, and simplify user management.

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About this course:

This course acts as an introduction for those who want to optimize time-consuming tasks with regard to team management in Salesforce. It goes through the process of enabling teams to use airSlate right from their organization without any additional logins or verification.

What does this course cover?

The course takes you through the process of setting up the airSlate integration for Salesforce to manage teams, grant access permissions, and ensure smooth workflow collaboration.

Why was this course made?

We created this course to demonstrate that team management in Salesforce can be simple, automated, and smooth when workflow automation swings into action.

Who can enroll?

Anyone can enroll in this course to learn how to convert tedious and manual user management in Salesforce into an automated process.

The materials for this course include:

  • learning resources to simplify user management in Salesforce.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to configure the airSlate integration to enhance team management in Salesforce
How to invite Salesforce users to an airSlate workspace and provide them with the needed access permissions
How to automatically activate or deactivate Salesforce users in airSlate
Duration 30 minutes
Certificate A sharable achievement is included
Subject airSlate Functionality for Salesforce Teams
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

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