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Self-paced
Advance your for Salesforce agency expert skills 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 Program for Salesforce Agency Expert, 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 program for Salesforce agency expert
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Capital Expenditure Request Approval workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Capital Expenditure Request Approval workflow building using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Capital Expenditure Request Approval Process optimization Certification Program for Salesforce Agency Expert to enable them to quickly discover ways to turn regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their work
Why was this program made?
The Capital Expenditure Request Approval Process optimization Certification Program for Salesforce Agency Expert is developed to assist you in gaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to discover the most advanced ways of improving your business’s efficiency.
What does studying include?
The training consists of three main levels:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a qualified professional 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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Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
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 learn how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
You can find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a certain tutorial you might be interested in, please contact us.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
Bots, also known as automated systems, are computer programs that are preprogrammed to perform specific activities according to preset rules and logic. With the help of airSlate Bots, you can automate the process of transferring data from one app or document to another, generate reminders and notifications, and more.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.