to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Boost your for Salesforce Admin knowledge 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 Automation 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 automation certification program for Salesforce Admin
Our quick-start studying program provides the basics of business process automation and explains how Salesforce professionals can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Expense Approval workflows in approximately 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Expense Approval workflow developing within the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Expense Approval Automation Certification Program for Salesforce Admin to enable them to quickly discover ways to turn typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program made?
The Expense Approval Automation Certification Program for Salesforce Admin is made to assist you in obtaining no-code automation skills in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying include?
The training consists of three major levels:
- Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
- A comprehensive explanation of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all levels to quickly become a qualified professional 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
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
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.
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.
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.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.
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.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
Discover the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a certain training course contact us.
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. There's also the matter of how much time you'll need to devote to finishing the homework.
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.