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Self-paced
Learn must-know Salesforce data manager skills and improve efficiency with the airSlate Academy online course
259 students
Discover new perspectives for your business with the latest airSlate Academy online 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 features for greater productivity. Our online course leads you on how to set up automation for your CRM processes and shift your focus from routine to more vital activities.
After finishing this program, you will know how to develop and handle your everyday CRM workflows most productively and discover ways to route records between forms and systems with manual data input problems left in the past.
After finishing this program, you will know how to develop and handle your everyday CRM workflows most productively and discover ways to route records 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 review and consolidate the knowledge you acquired about workflow automation.
- A online course completion badge for your CV and LinkedIn profile as proof of your new skills.
What will you learn?
- Why automating repetitive workflows matters 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 configure Bots for Salesforce integration to accurately route data between systems.
Who is this course for?
- Salesforce data manager and anyone frequently working in your CRM
- Salesforce users considering streamlining their everyday processes
- Everyone looking for new job perspectives 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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Yes, we’ve made all our studying 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 set up an account with airSlate yet, we recommend creating one immediately so you can practice what you’ve discovered.
A lot of resources on the web help explain 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 business and what values it brings. Our online course gives theoretical knowledge and practical insights about employing airSlate functionality into your regular processes.
Our platform doesn’t impose any time limits for your studies. You can sign up and start your training course at any moment. You can put it on pause and return to your studies any time you find it convenient. And lastly, your completed courses will remain available whenever you want to renew your expertise.
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, such as data transition between documents and applications. You’ll find them simple to use and quick to learn from, and anyone can get on board with our online course, no matter their technical background.
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, eliminate errors from manual data entry, and set up smooth and accurate data transitions between systems. Merging airSlate capabilities into your CRM boosts productivity within your organization and helps your employees 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 online 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 longer. 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 organization.