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Self-paced
Boost your for Salesforce implementation partner technical skill's with expense reimbursement 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 Expense Reimbursement Automation Certification Program for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement automation certification program for Salesforce implementation partner
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce users can enhance their daily routine in real examples. After completing the course, you will be able to automate and boost your Expense Reimbursement 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 Expense Reimbursement workflow developing within the airSlate platform, document generation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Expense Reimbursement Automation Certification Program for Salesforce Implementation Partner to enable them to quickly discover ways to change typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their processes
Why was this program made?
The Expense Reimbursement Automation Certification Program for Salesforce Implementation Partner is created to assist you in getting no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s productivity.
What does studying include?
The training includes three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Expense Reimbursement automation course?
- Generate actionable Expense Reimbursement 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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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.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certification classes are more comprehensive and can run up to four hours. You must also assess how much time it will take to perform the tasks.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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.
Discover the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a specific training course contact us.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.