Self-paced

Boost your for Salesforce Admin skills with expense reimbursement automation course

4
Star Rating
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 Process optimization Certification Program for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Boost your for Salesforce Admin skills with expense reimbursement automation course

About expense reimbursement process optimization certification program for Salesforce Admin

Our quick-start training program provides the basics of business process automation and explains how Salesforce experts can enhance their daily routine in real examples. After completing the course, you will be able to automate and boost your Expense Reimbursement workflows within 10 minutes without writing a single line of code.

What does this program cover?

The program covers all the stages of the Expense Reimbursement workflow developing using the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can enroll in the course?

We created our Expense Reimbursement Process optimization Certification Program for Salesforce Admin to enable them to rapidly learn how to turn 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 get a lot of recommendations on rationalizing their work

Why was this course created?

The Expense Reimbursement Process optimization Certification Program for Salesforce Admin is developed to assist you in gaining no-code automation skills in minimum time and at no cost. Join the airSlate Academy to explore the most cutting-edge ways of increasing your business’s productivity.

What does studying include?

The course consists of three major steps:

  • Theoretical part with the basic concepts of BPA and the terms we use in airSlate;
  • A detailed description of the workflow building and the Bot installation process;
  • Practical activities to consolidate knowledge and improve automation skills.

Go through all stages to quickly become a certified professional 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

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Partner Connect is the airSlate Partnership program that helps businesses add the airSlate product offerings, promote them across their marketing channels, and earn commissions. Learning about automation with airSlate is an important part of becoming our partner.

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.

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.

Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.

Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.

Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Sign up now to maintain a productive learning pace at all times.

Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.

Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. 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.

We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.

There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.