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Self-paced
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 Automation Certification for Salesforce Agency Expert, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement automation certification for Salesforce agency expert
Our quick-start training program offers the fundamentals of business process automation and clarifies how Salesforce specialists can improve their daily routine in real examples. After completing the course, you will be able to automate and boost your Expense Reimbursement workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Expense Reimbursement workflow developing using the airSlate platform, form creation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Expense Reimbursement Automation Certification for Salesforce Agency Expert so that they can quickly learn how to change regular business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work
Why was this program made?
The Expense Reimbursement Automation Certification for Salesforce Agency Expert is created to assist you in getting no-code automation skills in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The course consists of three main steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A precise explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and level up automation expertise.
Go through all levels to quickly become a certified 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
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Questions & answers
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You will find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. If you can't find a certain training course contact us.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
The courses cover a specific aspect of airSlate’s functionality. They can take between 30 minutes and one hour. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To discover how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.
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.