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Self-paced
Optimize your for Salesforce admin 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 Admin, 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 admin
Our quick-start studying program offers the basics of business process automation and explains how Salesforce users can improve their everyday routine in real examples. After completing the course, you will be able to automate and boost your Expense Approval workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Expense Approval workflow developing using the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Expense Approval Process optimization Certification Program for Salesforce Admin to enable them to rapidly discover ways to transform regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many tips on rationalizing their processes
Why was this program created?
The Expense Approval Process optimization Certification Program for Salesforce Admin is developed to help you in gaining no-code automation skills in minimum time and at no cost. Enroll in the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The training consists of three main steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A complete explanation of the workflow building and the Bot setup process;
- Practical activities 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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For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
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.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. There's also the matter of how much time you'll need to devote to finishing the homework.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. 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.
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.
Unfortunately, we don’t offer courses in other languages. The entire airSlate interface, supporting resources, and learning materials are in English. If a localized product is something you would like to see in the future, please share your feedback with our support team.