Self-paced

Perfect your for Salesforce Administrator roles with capital expenditure request approval 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 Capital Expenditure Request Approval Process optimization Course for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Perfect your for Salesforce Administrator roles with capital expenditure request approval automation course

About capital expenditure request approval process optimization course for Salesforce Administrator

Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce experts can improve their daily routine in real examples. After completing the course, you will be able to automate and enhance your Capital Expenditure Request Approval workflows in approximately 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the steps of the Capital Expenditure Request Approval workflow building using the airSlate platform, document generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can sign up for the course?

We created our Capital Expenditure Request Approval Process optimization Course for Salesforce Administrator to enable them to quickly discover ways to transform typical business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of recommendations on rationalizing their work

Why was this course created?

The Capital Expenditure Request Approval Process optimization Course for Salesforce Administrator is made to help you in getting no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s productivity.

What does studying include?

The training comprises three major stages:

  • Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
  • A detailed explanation of the workflow building and the Bot installation process;
  • Practical tasks to consolidate knowledge and improve automation skills.

Go through all stages to quickly become a certified expert in automating Salesforce processes.

What will you learn in the Capital Expenditure Request Approval automation course?

  • Generate actionable Capital Expenditure Request 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

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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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.

The courses each focus on a different part of airSlate's capabilities. They can take anywhere 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.

airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.

You can find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. If you don’t see a specific tutorial contact us.

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.

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.

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. Please contact us whenever you need help.

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.

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.

A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.