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Document Workflow Automation for Salesforce Admins
Are you looking for ways to help your teams to save time and be more efficient in their work? Discover how to simplify the most complex Salesforce processes, minimize time-consuming tasks, and provide a smooth customer experience.
About
This certification program takes you through the key fundamentals of document workflow automation so you can streamline tedious Salesforce processes and focus on the things that matter.
By completing this certification program, you'll be able to automate document-based tasks within Salesforce, making day-to-day processes smooth and pain-free. You’ll also receive a digital certificate to validate your newly acquired skills.
You will learn
What document workflow automation is and why it’s important
How document workflow automation simplifies Salesforce processes
How to apply document workflow automation to your Salesforce processes
Curriculum
1. Introduction
2 lectures
10 minutes
1.1. Welcome
1.2. Learning objectives
2. Document Workflow Automation Overview
5 lectures
40 minutes
2.1. The concept of document workflow automation
2.2. Automation as a solution for document workflow issues
2.3. The benefits of document workflow automation
2.4. Summary
2.5. Knowledge check
3. Document Workflow Automation for Salesforce Admins
5 lectures
50 minutes
3.1. Salesforce admin’s document-based tasks and challenges
3.2. Transforming Salesforce admin’s tasks with document workflow automation
3.3. Salesforce admin’s workflows that need automation
3.4. Summary
3.5. Knowledge check
4. Getting Started with No-Code Automation for Salesforce Admins
5 lectures
65 minutes
4.1. Key features to streamline Salesforce admin’s document workflows
4.2. Automating a contract negotiation workflow
4.3. Salesforce admin’s workflows in action: success stories
4.4. Summary
4.5. Knowledge check
5. Conclusion
4 lectures
15 minutes
5.1. Final knowledge check
5.2. Next steps
5.3. Assignment
5.4. Survey
How does industry-based learning work?
Create an account
Start your learning journey, study online at your own pace, and enjoy greater flexibility.
Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.
Looking for additional resources?
Browse catalogPower up Salesforce admin careers with airSlate Academy courses
The world’s most loved and trusted Customer Relationship Management platform became that way by offering a complex multi-component solution covering Sales, Marketing, Customer Service, Commerce, and IT teams. With so many business processes around, data often remains messy and disorganized, bringing issues to the CRM’s users. Salesforce admins address these obstacles and help others set up their workflows to run free of errors and delays. To achieve this goal, administrators must automate as many tasks as possible.
Although this CRM comes with built-in automation features, they often fall short in facilitating smooth collaboration among all a business’ components and achieving the desired level of efficiency. Here airSlate can offer a helping hand. It transforms routine tasks into perfectly running Salesforce admin document management processes with minimized human interaction. And its no-code Bots help you properly integrate two solutions quickly and hassle-free.
Explore what you get with airSlate’s Salesforce document automation:
- A range of easily customizable templates for any department with a workflow test option that you can run before its launch
- Greater accuracy in business paperwork and database records thanks to Bot-driven data transitions between systems
- Auto-filling options and scheduled document generation to eliminate manual data entry
- Ability to immediately save records to a particular CRM component, cloud storage, or spreadsheet upon form completion
- Audit Trail, widgets, graphs, and reports that help track and analyze processes at every step
- Improved staff morale when they spend less time finishing all their most tedious work - and similarly pleasing cost savings for your budget
airSlate Academy Salesforce admin certification
Even straightforward tools require time for you to comprehend their functionality. We’ve created a free online training space to make your introduction to Salesforce document automation faster with airSlate. Our courses cover all aspects of Workspace configuration, automated workflow generation, and proper integration between systems to help you immediately put your regular tasks on autopilot. To become an all-around automation expert, check for other courses explaining airSlate Fundamentals, Bots, and other product aspects. Enroll today and get your career-boosting certification!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Maximizing the business value of Salesforce’s complex platform and its multiple components requires precise management. An effective Salesforce administrator customizes these components to their organization’s needs and goals. They build, automate, and analyze processes, helping other employees optimize the benefits they get from the platform.
While Salesforce does offer native automation capabilities, they might not always meet your company's need for optimal efficiency. Integration with airSlate will help platform administrators better automate complex document management workflows and set up smooth and accurate data transfer between systems. It will simplify day-to-day tasks and help staff reduce time spent completing them.
If you want to streamline your CRM document-based processes with airSlate automation tools, register an account with airSlate Academy. It provides courses on airSlate features in general and offers a particular Salesforce admin certification. This program explains how to efficiently automate any document workflow and integrate it with your Salesforce components. The training contains theoretical parts, visualized real-world case studies, final quizzes, and practical tasks that help you consolidate your knowledge.
airSlate Academy gets straight to the point. That’s why every training takes only a few hours in total, including final tests. If you’ve never used airSlate, getting acquainted with the product may take longer. In that describes you, we recommend you start with the introductory programs explaining the basics of what our platform does before taking your Salesforce admin document automation course. After learning about the Fundaments, proceed with Bots and review the practical experiences of others who have implemented airSlate into their business workflows.
Thanks to its no-code functionality, airSlate provides a user-friendly and accessible solution that you'll find easy to learn and use. You won't need any programming or technical expertise to embark on your journey with our product. As a Salesforce administrator, you’ll only need your well-honed skills with your platform - everything else you need to streamline your document management you will quickly learn with airSlate Academy.
Whatever airSlate Academy training you choose, learning document management won’t cost you a penny. We made all our courses free and available for everyone interested in their daily work improvement and career development. You can create an account with airSlate and use it for free during the trial period to practice what you’ve learned during your Salesforce admin course.