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Self-paced
Advance your for Salesforce consulting partner roles 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 Automation Certification Program for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement automation certification program for Salesforce consulting partner
Our quick-start training program provides the basics of business process automation and describes how Salesforce experts can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Expense Reimbursement workflows in about 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 within the airSlate platform, document creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the course?
We created our Expense Reimbursement Automation Certification Program for Salesforce Consulting Partner to enable them to rapidly learn how to turn regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also get many recommendations on rationalizing their processes
Why was this program made?
The Expense Reimbursement Automation Certification Program for Salesforce Consulting Partner is created to assist you in obtaining no-code automation knowledge in minimum time and at no cost. Join the airSlate Academy to discover the most state-of-the-art ways of enhancing your business’s efficiency.
What does studying include?
The training comprises three main levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete explanation of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all steps to quickly become a qualified expert 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
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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Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.
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.
Find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a certain course, please contact us.
All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.