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Self-paced
Strengthen your for Salesforce admin responsibilities with expense reimbursement 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 Reimbursement Process optimization Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement process optimization certification for Salesforce admin
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and improve your Expense Reimbursement workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Expense Reimbursement workflow building within the airSlate platform, form creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Expense Reimbursement Process optimization Certification for Salesforce Admin so that they can rapidly discover ways to turn regular business procedures into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their processes
Why was this program made?
The Expense Reimbursement Process optimization Certification for Salesforce Admin is created to assist you in getting no-code automation skills in minimum time and free of charge. Sign up for the airSlate Academy to discover the most state-of-the-art ways of improving your business’s efficiency.
What does studying include?
The course consists of three major steps:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Expense Reimbursement automation course?
- Generate actionable Expense Reimbursement 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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Yes, you can enroll in as many courses as you want. However, we recommend you to not enroll in too many courses simultaneously since some of them require your ultimate attention. Join now and learn at your own pace every time.
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.
In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
You will find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a specific training course contact us.
You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.
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 general understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.
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.