Different Ways to Create Documents from Salesforce Records


Different Ways to Create Documents from Salesforce Records

Find out how to keep the key information of any document workflow at hand by automatically connecting a Salesforce organization to airSlate.

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About this course:

Familiarize yourself with custom buttons as a tool to automatically initiate processes and run document workflows right from Salesforce.

What does this course cover?

The course goes through the entire process of configuring Salesforce custom buttons and connecting them to the document workflows you want to automatically schedule.

Why was this course made?

We created this course so you can make smooth transitions between your Salesforce and airSlate organizations while handling document workflows of any type.

Who can enroll?

Anyone can enroll in this course to automatically run their document workflows with the single click of a button in Salesforce.

The materials for this course include:

  • learning resources to help you make your document workflows run like clockwork right from Salesforce.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to automatically run your document workflows from Salesforce
How to create, schedule, and automate any Salesforce process
How to to get the most out of airSlate no-code automation for your Salesforce organization
Duration 30 minutes
Certificate A sharable achievement is included
Subject Different Ways to Create Documents from Salesforce Records
Level Advanced
Language English
Price FREE



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Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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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.
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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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