to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn must-know Salesforce business manager skills and improve efficiency with the airSlate Academy certification course
259 students
Discover new perspectives for your business with the latest airSlate Academy certification course. Learn must-know Salesforce business manager skills and improve your daily workflows through airSlate integration with Salesforce and streamline your efficiency.
About this course
We’ve created this learning program to demonstrate the importance of document workflow automation and disclose practical insights for Salesforce business manager to utilize its features for greater efficiency. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
After finishing this course, you will know how to build and handle your everyday CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left in the past.
After finishing this course, you will know how to build and handle your everyday CRM workflows most productively and discover ways to route data between forms and systems with manual data input problems left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A certification course completion badge for your CV and LinkedIn profile as evidence of your new skills.
What will you learn?
- Why automating repetitive workflows is important for business efficiency.
- What must-know Salesforce business manager skills you can get to enhance your daily processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your company.
- How to create document workflows from scratch or utilizing ready-made templates.
- How to set up Bots for Salesforce integration to appropriately route data between systems.
Who is this course for?
- Salesforce business manager and anyone constantly working in your CRM
- Salesforce users interested in streamlining their daily processes
- Everyone looking for new job perspectives led by workflow automation expertise
Start learning today
Sign now for free
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.
Need help?
Contact Support
Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management needs appropriately. CRM integration with airSlate allows Salesforce business manager to automate complex document workflows, minimize errors from manual data input, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM improves productivity within your organization and helps your staff spend less time on tedious routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, such as data routing between documents and apps. You’ll find them simple to use and fast to learn from, and anyone can get on board with our certification course, irrespective of their technical background.
A lot of resources on the web help explain workflow automation. Our training platform offers one of the most effective ways for Salesforce business manager to quickly discover how no-code workflow automation works for their organization and what beliefs it brings. Our certification course gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Every certification course on our platform requires just a few hours to go through all its parts. However, if you haven’t used our solution before, getting acquainted with all it can do may take more time. We recommend new users begin with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your organization.
Our platform doesn’t set any time limits for your studies. You can register and start your course at any moment. You can put it on pause and return to your studies any time you find it convenient. And finally, your accomplished courses will remain available whenever you want to renew your expertise.
Yes, we’ve made all our learning programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and enroll in the preferred certification program. If you haven’t set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve discovered.