Self-paced

Syncing Salesforce Data between Multiple Systems

Self-paced

Syncing Salesforce Data between Multiple Systems

Get the most out of airSlate no-code automation by connecting your document workflows to multiple external apps and routing data between them.

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About this course:

This course takes you through the process of optimizing document workflows by automatically connecting them to multiple external systems at once and routing data between them.

What does this course cover?

The course demonstrates how to get the most out of the airSlate integration for Salesforce, from automatically generating documents to transferring document data to any external application.

Why was this course made?

We created this course so you can make smooth transitions between your Salesforce and airSlate organizations while handling document workflows of any type.

Who can enroll?

Anyone can enroll in this course to learn how to automatically route data from document workflows between multiple systems.

The materials for this course include:

  • learning resources to help you make data routing a fast and seamless process in your document workflows.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to run document workflows pre-filled with data from different systems
How to automatically update information in Salesforce based on the completed documents
How to automatically store documents in Salesforce and any other apps of your choice all at once
Enroll
Duration 30 minutes
Certificate A sharable achievement is included
Subject Syncing Salesforce Data between Multiple Systems
Level Advanced
Language English
Price FREE
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Earn a verified certificate to demonstrate the skills you gain

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Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

certifications
Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
certifications
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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