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Self-paced
Strengthen your for CRM system analyst expertise with travel request 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 Travel Request Process optimization Certification for CRM System Analyst, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About travel request process optimization certification for CRM system analyst
Our quick-start studying program offers the basics of business process automation and clarifies how Salesforce specialists can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Travel Request workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Travel Request workflow building using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Travel Request Process optimization Certification for CRM System Analyst so that they can rapidly discover ways to change standard business operations into highly-efficient 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 course made?
The Travel Request Process optimization Certification for CRM System Analyst is made to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Register in the airSlate Academy to explore the most cutting-edge ways of improving your business’s efficiency.
What does studying include?
The course consists of three major stages:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all stages 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
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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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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.
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.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
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.
You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.
You can find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. In case you don’t see a specific topic you might be interested in, please contact us.
With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a better idea of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.