to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Advance your for Salesforce administrator career path 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 Workflow processing Certification for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement workflow processing certification for Salesforce administrator
Our quick-start training program provides the basics of business process automation and describes how Salesforce specialists can enhance their daily routine in real examples. After completing 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 stages of the Expense Reimbursement workflow building within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We created our Expense Reimbursement Workflow processing Certification for Salesforce Administrator so that they can quickly discover ways to turn standard business operations into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes
Why was this program created?
The Expense Reimbursement Workflow processing Certification for Salesforce Administrator is made to help you in gaining no-code automation knowledge in minimum time and free of charge. Sign up for the airSlate Academy to explore the most advanced ways of increasing your business’s efficiency.
What does studying involve?
The training consists of three main steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A precise explanation of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps 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
Start learning today
Sign now for free
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
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.
Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
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.
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.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
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.
No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.
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.
You can enroll in as many classes as you like. But we don't recommend taking too many classes at once because some of them require your whole attention. Sign up now, and you'll always be able to learn at a good rate.
Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.