to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Enhance your for Salesforce agency expert knowledge 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 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 studying program offers the basics of business process automation and clarifies how Salesforce users can streamline their daily routine in real examples. After completing the course, you will be able to automate and improve your Expense Reimbursement workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The program covers all the steps of the Expense Reimbursement workflow developing within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Expense Reimbursement Automation Certification for Salesforce Agency Expert so that they can quickly discover ways to turn regular business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find many recommendations on rationalizing their processes
Why was this course made?
The Expense Reimbursement Automation Certification for Salesforce Agency Expert is developed to help you in gaining no-code automation expertise in minimum time and free of charge. Enroll in the airSlate Academy to discover the most state-of-the-art ways of improving your business’s productivity.
What does studying include?
The training includes three major steps:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A comprehensive description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a qualified 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
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
Even though these are similar technologies, they are not the same. AI is mostly used to learn on its own, make predictions, and develop its own logic. RPA, on the other hand, can only work based on the logic that has already been set up. It can't work without humans.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. More in-depth training, such as a certification course, can last up to four hours. In addition, you must account for the time required to complete the assignments.
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.
We hope that you will continue to progress in your studies. The airSlate Academy will issue a certificate to students who successfully finish any of their courses. Working in your current position or advancing your career are both possible outcomes of earning this degree.
In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.
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 general idea of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.