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Self-paced
Advance your for Salesforce admin career path with expense approval 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 Approval Workflow processing Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval workflow processing certification program for Salesforce admin
Our quick-start training program provides the basics of business process automation and clarifies how Salesforce professionals can streamline their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Expense Approval workflows within 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Expense Approval workflow developing using the airSlate platform, form creation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Expense Approval Workflow processing Certification Program for Salesforce Admin to enable them to quickly discover ways to transform typical business procedures 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 processes
Why was this course made?
The Expense Approval Workflow processing Certification Program for Salesforce Admin is developed to assist you in gaining no-code automation expertise in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of enhancing your business’s efficiency.
What does studying include?
The course comprises three main steps:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all levels to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Expense Approval automation course?
- Generate actionable Expense 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
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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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Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
You'll find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a certain topic contact us.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. At any time, please feel free to reach out to us.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
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 concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.