Self-paced

Optimize your for Salesforce agency expert expertise with travel request automation course

4
Star Rating
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 Certification Program for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Optimize your for Salesforce agency expert expertise with travel request automation course

About travel request automation certification program for Salesforce agency expert

Our quick-start studying program provides the fundamentals of business process automation and describes how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Travel Request workflows within 10 minutes without writing a single line of code.

What does this course cover?

The course covers all the stages of the Travel Request workflow building within the airSlate platform, document creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can enroll in the program?

We created our Travel Request Automation Certification Program for Salesforce Agency Expert to enable them to rapidly discover ways to change regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of tips on rationalizing their processes

Why was this program created?

The Travel Request Automation Certification Program for Salesforce Agency Expert is developed to assist you in obtaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to explore the most advanced ways of increasing your business’s efficiency.

What does studying involve?

The training comprises three major stages:

  • Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
  • A detailed explanation of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and boost automation skills.

Go through all levels to quickly become a certified expert 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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.

No one can tell you how many classes you can take. Since some classes need your full attention, you shouldn't sign up for too many at the same time. The earlier you enroll, the more time you will have to study.

We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.

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.

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.

Partner Connect is an airSlate Partnership program that assists businesses in adding airSlate product offerings, promoting them through their marketing channels, and earning commissions. Learning about automation with airSlate is a key step in becoming a partner with us.

With the economy shifting dramatically as a result of the pandemic and the adoption of hybrid work, it is vital for businesses to find a solution for paperless and automated document management.

We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.

Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. 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.

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.