to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Perfect your for Salesforce professional knowledge with budget 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 Budget Approval Automation Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About budget approval automation certification program for Salesforce professional
Our quick-start learning program offers the basics of business process automation and explains how Salesforce experts can simplify their daily routine in real examples. After completing the course, you will be able to automate and improve your Budget Approval workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the stages of the Budget Approval workflow building using the airSlate platform, form generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Budget Approval Automation Certification Program for Salesforce Professional so that they can quickly learn how to change typical business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this program made?
The Budget Approval Automation Certification Program for Salesforce Professional is made to help you in obtaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.
What does studying include?
The training comprises three major steps:
- Theoretical part with the basic concepts of BPA and the terminology 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 steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Budget Approval automation course?
- Generate actionable Budget 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
Start learning today
Sign now for free
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.
Need help?
Contact Support
Bots are pieces of software that are programmed to do specific tasks based on rules and conditional logic that have already been set. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.
Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the question of how much time you'll need to dedicate to completing the homework.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
You will find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a certain topic, please contact us.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To find out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.