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Self-paced
Learn must-know Salesforce data manager skills and improve efficiency with the airSlate Academy certification
259 students
Discover new perspectives for your business with the latest airSlate Academy certification. 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 capabilities for greater productivity. Our certification leads you on how to set up automation for your CRM processes and shift your focus from routine to more crucial activities.
By the end of this program, you will know how to develop and handle your daily CRM workflows most productively and discover ways to route records between forms and systems with manual data entry problems left behind.
By the end of this program, you will know how to develop and handle your daily CRM workflows most productively and discover ways to route records between forms and systems with manual data entry problems left behind.
What’s included:
- Lessons describing the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A certification completion badge for your CV and LinkedIn profile as proof of your new expertise.
What will you learn?
- Why automating recurring workflows matters for business efficiency.
- What must-know Salesforce data manager skills you can get to improve your daily processes with no-code automation.
- How to get started with airSlate and set up a Workspace for your company.
- How to build document workflows from scratch or utilizing 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 constantly working in your CRM
- Salesforce users interested in streamlining their day-to-day processes
- Everyone seeking new job perspectives led by workflow automation skills
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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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Despite Salesforce being a powerful system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands appropriately. CRM integration with airSlate allows Salesforce data manager to automate complex document workflows, minimize errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM boosts productivity within your organization and helps your team members spend less time on tedious routines. They can focus instead on the things that matter most. Our training programs reveal the ways to achieve this.
No, you won’t need any particular expertise or skills to start your workflow automation path. Our product provides no-code solutions for different document-related task completion, such as data transition between forms and software apps. You’ll find them simple to use and fast to learn from, and anyone can get on board with our certification, irrespective of their technical background.
Every certification on our platform requires just a few hours to complete all its parts. However, if you haven’t utilized our solution before, getting familiar with all it can do may take more time. We recommend new users begin with the Fundamentals and Bots programs and look through the various ways that others have used airSlate that might apply to your company.
A lot of resources on the web help explain workflow automation. Our training platform provides one of the most effective ways for Salesforce data manager to quickly discover how no-code workflow automation works for their organization and what beliefs it brings. Our certification gives theoretical knowledge and practical insights about employing airSlate functionality into your daily processes.
Yes, we’ve created all our training programs free of charge and available for everyone interested. You only need to register with our Academy platform and enroll in the chosen certification program. If you haven’t registered an account with airSlate yet, we recommend creating one straight away so you can practice what you’ve discovered.
Our platform doesn’t set any time limits for your studies. You can enroll and start your course at any moment. You can put it on pause and get back to your studies whenever you find it convenient. And finally, your accomplished courses will remain available whenever you want to refresh your knowledge.