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Self-paced
Perfect your for Salesforce agency expert 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 Process optimization Certification for Salesforce Agency Expert, 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 for Salesforce agency expert
Our quick-start learning program provides the basics of business process automation and clarifies how Salesforce professionals can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Expense Approval workflows in about 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 using the airSlate platform, form generation and auto-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Expense Approval Process optimization Certification for Salesforce Agency Expert to enable them to quickly discover ways to turn typical business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes
Why was this program made?
The Expense Approval Process optimization Certification for Salesforce Agency Expert 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 advanced ways of increasing your business’s productivity.
What does studying include?
The course consists of three main stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all stages 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
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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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.
Besides the airSlate Academy, you can take advantage of other learning materials that will help 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.
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.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
You'll find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a specific tutorial, please contact us.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
You can take as many classes as you want, the answer is yes. But you shouldn't sign up for too many classes at once, because some of them need your full attention. Sign up now to keep up a constant learning pace.
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.