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Self-paced
Improve your for Salesforce professional resume skills 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 Workflow processing 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 workflow processing course for Salesforce professional
Our quick-start studying program provides the fundamentals of business process automation and clarifies how Salesforce users can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Travel Request 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 Travel Request workflow building within the airSlate platform, form generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Travel Request Workflow processing Course for Salesforce Professional to enable them to rapidly discover ways to transform typical 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 tips on rationalizing their processes
Why was this program made?
The Travel Request Workflow processing Course for Salesforce Professional is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most advanced ways of enhancing your business’s productivity.
What does studying involve?
The training consists of three major stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up 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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Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To get a common concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
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.
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.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.
You can find the complete list of our courses in this catalog. The courses are divided into many categories and levels of difficulty. If you can't find a specific topic, please contact us.