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Self-paced
Perfect your for CRM system analyst 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 Automation Certification Program for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval automation certification program for CRM system analyst
Our quick-start learning program offers the fundamentals of business process automation and describes how Salesforce professionals can improve their everyday routine in real examples. After finishing the course, you will be able to automate and boost your Expense Approval workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Expense Approval workflow building within the airSlate platform, form generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the course?
We developed our Expense Approval Automation Certification Program for CRM System Analyst to enable them to quickly discover ways to change typical business operations 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 course made?
The Expense Approval Automation Certification Program for CRM System Analyst is developed to help you in getting no-code automation skills in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of improving your business’s efficiency.
What does studying involve?
The training comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow creation and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified specialist 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
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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.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
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.
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.
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 question of how much time you'll need to dedicate to completing the homework.
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.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. If you need help, please contact us anytime.
You can find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a particular tutorial contact us.