Automating Bulk Sends with airSlate for Salesforce


Automating Bulk Sends with airSlate for Salesforce

Discover how airSlate helps save time and minimize hassle when it comes to distributing documents with several Salesforce recipients at once.

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About this course:

This course explains how to save time and avoid manual data entry when sending documents to multiple recipients right from Salesforce.

What does this course cover?

The course goes through the process of customizing and sending your document workflows with a single click in Salesforce, providing recipients with their individual copies.

Why was this course made?

We created this course to help you schedule the sending of document workflows and track every document in your Salesforce organization.

Who can enroll?

Anyone can enroll in this course to automate their document workflows and run them in one click.

The materials for this course include:

  • learning resources to help you automate and share your document workflows with multiple Salesforce recipients on a schedule.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to automate and schedule document workflows in Salesforce
How to send documents to multiple recipients in a single click in Salesforce
How to track every document completed in Salesforce
Duration 30 minutes
Certificate A sharable achievement is included
Subject Automating Bulk Sends with airSlate for Salesforce
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