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Self-paced
Boost your for Salesforce professional knowledge with travel request 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 Travel Request Automation Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About travel request automation course for Salesforce professional
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Travel Request workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Travel Request workflow building within the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Travel Request Automation Course for Salesforce Professional to enable them to rapidly discover ways to change standard business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their work
Why was this course created?
The Travel Request Automation Course for Salesforce Professional is made to help you in gaining no-code automation knowledge in minimum time and at no cost. Sign up for the airSlate Academy to discover the most advanced ways of boosting your business’s efficiency.
What does studying include?
The course consists of three major stages:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all levels to quickly become a certified professional in automating Salesforce processes.
What will you learn in the Travel Request automation course?
- Generate actionable Travel Request 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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We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.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 can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To learn how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.