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Self-paced
Enhance your for Salesforce professional knowledge with travel 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 Travel Reimbursement Workflow processing 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 travel reimbursement workflow processing certification program for Salesforce professional
Our quick-start training program provides the basics of business process automation and describes how Salesforce users can simplify their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Travel Reimbursement 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 Travel Reimbursement workflow building within the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We created our Travel Reimbursement Workflow processing Certification Program for Salesforce Professional to enable them to quickly learn how to transform typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this program created?
The Travel Reimbursement Workflow processing Certification Program for Salesforce Professional is made to help you in obtaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most advanced ways of boosting your business’s productivity.
What does studying include?
The training includes three main steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Travel Reimbursement automation course?
- Generate actionable Travel 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 courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
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.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To get a general concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
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.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. Yo can use airSlate Bots to move data between documents and apps, set reminders and send automated notifications, create and update entries in your CRM based on the information collected, and do a lot more.
This section of airSlate's capabilities is covered in-depth by the courses. They can take anywhere from 30 minutes to an hour to complete. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.
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.
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 particular topic you are interested in, please contact us.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.