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Self-paced
Upgrade your for System Administrator expertise with petty cash 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 Petty Cash Process optimization Certification for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About petty cash process optimization certification for System Administrator
Our quick-start learning program offers the basics of business process automation and describes how Salesforce professionals can simplify their daily routine in real examples. After finishing the course, you will be able to automate and boost your Petty Cash workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Petty Cash workflow developing using the airSlate platform, form generation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Petty Cash Process optimization Certification for System Administrator to enable them to quickly learn how to turn standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their processes
Why was this program made?
The Petty Cash Process optimization Certification for System Administrator is developed to assist you in obtaining no-code automation skills in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.
What does studying involve?
The training includes three main stages:
- 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 tasks to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a qualified specialist in automating Salesforce processes.
What will you learn in the Petty Cash automation course?
- Generate actionable Petty Cash 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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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.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.
RPA is a short form for Robotic Process Automation. It is a type of technology made up of tools and features that are set up to take care of repetitive and routine tasks. airSlate has a lot of RPA Bots that can speed up tedious document-based processes without having to code.
Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
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. If you need help, please contact us anytime.
Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
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.
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.