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Self-paced
Develop your for Salesforce agency expert responsibilities 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 Process optimization Certification Program 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 approval process optimization certification program for Salesforce agency expert
Our quick-start learning program provides the basics of business process automation and explains how Salesforce professionals can enhance their daily routine in real examples. After completing the course, you will be able to automate and improve your Expense Approval workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Expense Approval workflow building using the airSlate platform, document creation and auto-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can sign up for the program?
We created our Expense Approval Process optimization Certification Program for Salesforce Agency Expert 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 daily routine will also get many tips on rationalizing their work
Why was this course created?
The Expense Approval Process optimization Certification Program for Salesforce Agency Expert is developed to help you in gaining no-code automation skills in minimum time and free of charge. Enroll in the airSlate Academy to explore the most state-of-the-art ways of boosting your business’s efficiency.
What does studying involve?
The course comprises three main levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation skills.
Go through all stages 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
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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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Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a better understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
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 will find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you don’t see a specific tutorial you might be interested in, please contact us.
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.
To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.
Each lesson focuses on a different feature of airSlate. There are more in-depth certification courses available that can last up to four hours. Consider the amount of time you'll need to spend to homework completion as well.
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.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.
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.