Self-paced

Upgrade your for Salesforce agency expert roles with capital expenditure request approval automation course

4
Star Rating
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 Capital Expenditure Request Approval Workflow processing Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Upgrade your for Salesforce agency expert roles with capital expenditure request approval automation course

About capital expenditure request approval workflow processing certification for Salesforce agency expert

Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce specialists can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Capital Expenditure Request Approval workflows in about 10 minutes without writing a single line of code.

What does this program cover?

The program covers all the stages of the Capital Expenditure Request Approval workflow building using the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can sign up for the program?

We created our Capital Expenditure Request Approval Workflow processing Certification for Salesforce Agency Expert to enable them to rapidly learn how to transform regular business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many tips on rationalizing their processes

Why was this course created?

The Capital Expenditure Request Approval Workflow processing Certification for Salesforce Agency Expert is created to help you in getting no-code automation knowledge in minimum time and at no cost. Enroll in the airSlate Academy to discover the most advanced ways of enhancing your business’s efficiency.

What does studying involve?

The training consists of three major levels:

  • Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
  • A detailed description of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and improve automation expertise.

Go through all steps to quickly become a certified specialist in automating Salesforce processes.

What will you learn in the Capital Expenditure Request Approval automation course?

  • Generate actionable Capital Expenditure Request 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

What our students say

capterra-icon

Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

youtube-icon

Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

g2-icon

Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

Start learning today

Sign now for free
Start learning illustration

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

No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.

Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.

In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.

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.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

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.

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 can't find a certain course, please contact us.

Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To figure out how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

Our courses are only available in English. All of the airSlate resources, including the user interface and documentation, are available only in English. Please let us know if a localized product is something you'd want to see in the future.

Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.