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Self-paced
Upgrade your for Salesforce admin technical skill's 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 Salesforce Admin, 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 Salesforce admin
Our quick-start training program provides the fundamentals of business process automation and explains 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 approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Travel Request workflow developing within the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the program?
We developed our Travel Request Process optimization Certification for Salesforce Admin so that they can quickly discover ways to transform 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 find a lot of recommendations on rationalizing their work
Why was this course made?
The Travel Request Process optimization Certification for Salesforce Admin is made to help you in obtaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The course includes three major steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation expertise.
Go through all stages to quickly become a qualified 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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Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. 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.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
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.
Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a common concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.