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Self-paced
Improve your for Salesforce consulting partner knowledge 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 Workflow processing Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval workflow processing certification program for Salesforce consulting partner
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce specialists can improve their daily routine in real examples. After finishing the course, you will be able to automate and enhance your Expense Approval workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the stages of the Expense Approval workflow developing within the airSlate platform, form generation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Expense Approval Workflow processing Certification Program for Salesforce Consulting Partner so that they can rapidly discover ways to change typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get many recommendations on rationalizing their work
Why was this program created?
The Expense Approval Workflow processing Certification Program for Salesforce Consulting Partner is made to assist you in obtaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover 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 comprehensive description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified 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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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 can find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a particular training course contact us.
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.
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 do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.
Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.