Building Salesforce Workflows in airSlate


Building Salesforce Workflows in airSlate

Let airSlate no-code automation help you handle multi-level Salesforce document workflows, including parallel document sending, instant notifications, and access permissions.

main illustration

About this course:

This course takes you through the process of optimizing the most complex document workflows in Salesforce, including multi-role assignments and custom permissions for documents.

What does this course cover?

The course goes through the best methods for using airSlate no-code automation to customize and visualize complex document workflows that require automation and role-based routing in Salesforce.

Why was this course made?

We created this course to demonstrate how to build Salesforce document workflows that include multiple recipients and limited access, saving time and resources.

Who can enroll?

Anyone can enroll in this course to start running and visualizing their Salesforce document workflows that require role-based document routing, setting notifications, and managing access permissions.

The materials for this course include:

  • learning resources to help you create and customize complex document workflows for your Salesforce organization and send them for signing.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to simplify your multi-level document workflows and connect them to Salesforce
How to create document workflows with parallel document sending
How to present actions based on conditions in documents
How to secure your documents by adjusting different access levels
How to configure notifications for Salesforce contacts
Duration 30 minutes
Certificate A sharable achievement is included
Subject Building Salesforce Workflows in airSlate
Level Advanced
Language English
Price FREE



Rate this course

Help your caterer improve their service by rating them



Your feedback has already sent


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