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Self-paced
Learn must-know Salesforce data manager skills and improve efficiency with the airSlate Academy course
259 students
Discover new perspectives for your business with the latest airSlate Academy 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 utilize its features for better productivity. Our 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 course, you will know how to develop and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left in the past.
After finishing this course, you will know how to develop and handle your day-to-day CRM workflows most productively and learn how to route records between documents and systems with manual data entry problems left in the past.
What’s included:
- Lessons outlining the specifics of Salesforce workflow optimization utilizing airSlate.
- Final quiz to review and consolidate the knowledge you got about workflow automation.
- A course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating recurring workflows matters for business 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 using ready-made templates.
- How to configure 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 daily processes
- Everyone seeking new job opportunities led by workflow automation expertise
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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 knowledge or skills to start your workflow automation path. Our product offers no-code solutions for different document-related task completion, including data routing between forms and applications. You’ll find them easy to use and fast to learn from, and anyone can get on board with our course, no matter their technical background.
Despite Salesforce being a powerful system for managing customer-related processes, its native automation tools may be insufficient to cover all document management demands appropriately. CRM integration with airSlate enables Salesforce data manager to automate complex document workflows, eliminate errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate functionality into your CRM improves productivity within your company and helps your team members spend less time on boring routines. They can concentrate instead on the things that matter most. Our training programs reveal the ways to achieve this.
Every course on our platform requires only a few hours to complete all its parts. However, if you haven’t worked with our solution before, getting familiar with all it can do may take more time. We recommend new users start with the Fundamentals and Bots programs and look through the different ways that others have used airSlate that might apply to your situation.
Our platform doesn’t impose any time restrictions for your studies. You can enroll and start your training course whenever you want. You can put it on pause and get back to your studies whenever you it is convenient. And lastly, your accomplished courses will remain available whenever you want to renew your expertise.
Many resources on the web help clarify workflow automation. Our learning 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 course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Yes, we’ve made all our training programs free of charge and available for everyone interested. You just 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.