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Self-paced
Advance your for Salesforce admin responsibilities with capital expenditure request approval automation course
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Capital Expenditure Request Approval Process optimization Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About capital expenditure request approval process optimization certification for Salesforce admin
Our quick-start studying program offers the basics of business process automation and describes how Salesforce professionals can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Capital Expenditure Request Approval workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Capital Expenditure Request Approval workflow developing using the airSlate platform, document generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Capital Expenditure Request Approval Process optimization Certification for Salesforce Admin to enable them to rapidly learn how to transform regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their work
Why was this course created?
The Capital Expenditure Request Approval Process optimization Certification for Salesforce Admin is created to help you in getting no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most state-of-the-art ways of increasing your business’s productivity.
What does studying include?
The course comprises three major levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation skills.
Go through all steps to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Capital Expenditure Request Approval automation course?
- Generate actionable Capital Expenditure Request Approval docs pre-filled with Salesforce data
- Set up conditional routing between Salesforce contacts and internal and external recipients
- Create new or update existing Salesforce records based on data entered into a doc
- Trigger Salesforce actions based on actionable data in documents
- Save documents to Salesforce attachments or external storage services
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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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By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Besides the airSlate Academy, you can take advantage of other learning materials that will help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.
Get the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you don’t see a certain training, please contact us.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a common understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.