to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn must-know Salesforce data manager skills and improve efficiency with the airSlate Academy automation course
259 students
Discover new perspectives for your business with the latest airSlate Academy automation course. Learn must-know Salesforce data 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 value of document workflow automation and reveal practical insights for Salesforce data manager to use its features for greater efficiency. Our automation course leads you on how to set up automation for your CRM processes and shift your attention from routine to more vital activities.
After finishing this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left in the past.
After finishing this program, you will know how to build and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data input problems left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to check and consolidate the knowledge you acquired about workflow automation.
- A automation course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repeating workflows is important for company efficiency.
- What must-know Salesforce data manager skills you can get to streamline your daily processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your organization.
- How to create document workflows from scratch or using ready-made templates.
- How to configure Bots for Salesforce integration to precisely route data between systems.
Who is this course for?
- Salesforce data manager and anyone frequently working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new job perspectives led by workflow automation skills
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 tools may be insufficient to cover all document management needs properly. CRM integration with airSlate enables Salesforce data manager to automate complex document workflows, reduce errors from manual data entry, and set up smooth and precise data transitions between systems. Merging airSlate functionality into your CRM increases efficiency within your company and helps your staff spend less time on tedious routines. They can focus instead on the things that matter most. Our training courses reveal the ways to achieve this.
Every automation course on our platform requires only a few hours to complete 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.
Many resources on the web help clarify workflow automation. Our training platform provides one of the most efficient ways for Salesforce data manager to quickly learn how no-code workflow automation works for their company and what values it brings. Our automation course gives theoretical knowledge and practical insights about implementing airSlate functionality into your regular processes.
Yes, we’ve made all our learning programs free of charge and available for everyone interested. You only need to register with our Academy platform and enroll in the selected certification program. If you haven’t set up an account with airSlate yet, we recommend creating one right away so you can practice what you’ve discovered.
No, you won’t need any specific knowledge or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, including data transition between documents and software apps. You’ll find them easy to use and fast to learn from, and anyone can get on board with our automation course, no matter their technical background.
Our platform doesn’t impose any time limits for your studies. You can register and start your course at any time. You can put it on pause and return to your studies whenever you find it convenient. And finally, your accomplished courses will be available whenever you want to refresh your knowledge.