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Self-paced
Boost your for Salesforce professional career path with expense 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 Expense Approval Process optimization Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval process optimization certification program for Salesforce professional
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce experts can enhance their daily routine in real examples. After completing the course, you will be able to automate and enhance your Expense Approval workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Expense Approval workflow developing 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 course?
We developed our Expense Approval Process optimization Certification Program for Salesforce Professional to enable them to quickly discover ways to change regular business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their processes
Why was this program created?
The Expense Approval Process optimization Certification Program for Salesforce Professional is made to assist you in obtaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to explore the most cutting-edge ways of enhancing your business’s efficiency.
What does studying include?
The course consists of three major levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Expense Approval automation course?
- Generate actionable Expense 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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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.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
A bot is a piece of software that has been programmed to perform a certain task based on predetermined rules and logic. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
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 better idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
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.
You'll find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a specific tutorial contact us.
Yes, you can take as many classes as you wish. However, we advise you not to enroll in too many courses at once because some of them require your undivided attention. Sign up now and keep a productive pace of learning every time.