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Self-paced
Learn must-know Salesforce data 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 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 show the value of document workflow automation and reveal practical insights for Salesforce data manager to use its capabilities for better efficiency. Our certification course leads you on how to set up automation for your CRM processes and shift your focus from routine to more critical activities.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route data between documents and systems with manual data entry problems left in the past.
After finishing this course, you will know how to build and manage your day-to-day CRM workflows most productively and learn how to route data between documents and systems with manual data entry problems left in the past.
What’s included:
- Lessons describing the specifics of Salesforce workflow enhancement utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A certification course completion badge for your CV and LinkedIn profile as evidence of your new expertise.
What will you learn?
- Why automating repetitive workflows is important for company efficiency.
- What must-know Salesforce data manager skills you can get to streamline your regular 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 data manager and anyone constantly working in your CRM
- Salesforce users considering streamlining their day-to-day processes
- Everyone looking for new career opportunities 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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No, you won’t need any specific expertise or skills to start your workflow automation path. Our product offers no-code solutions for various document-related task completion, like data transition between forms and apps. You’ll find them easy to use and quick to learn from, and anyone can get on board with our certification course, irrespective of their technical background.
Yes, we’ve created all our training programs totally free and available for everyone interested. You only need to sign-up with our Academy platform and join the chosen certification program. If you haven’t registered an account with airSlate yet, we recommend creating one right away so you can practice what you’ve learned.
Many resources on the web help explain workflow automation. Our studying platform offers one of the most effective ways for Salesforce data manager to quickly find out how no-code workflow automation works for their organization and what beliefs it brings. Our certification course gives theoretical knowledge and practical insights about implementing airSlate functionality into your daily processes.
Our platform doesn’t set any time limits for your studies. You can enroll and start your training course at any time. You can put it on pause and get back to your studies whenever you find it convenient. And lastly, your completed courses will remain available whenever you want to renew your knowledge.
Despite Salesforce being a robust system for managing customer-related processes, its native automation capabilities may be insufficient to cover all document management demands properly. CRM integration with airSlate allows Salesforce data manager to automate complex document workflows, eliminate errors from manual data input, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM increases 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 courses disclose the ways to achieve this.
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 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.