Self-paced

Perfect your for Salesforce consultant knowledge 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 Automation Certification Program for Salesforce Consultant, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Perfect your for Salesforce consultant knowledge with expense reimbursement automation course

About expense reimbursement automation certification program for Salesforce consultant

Our quick-start learning program offers the fundamentals of business process automation and clarifies how Salesforce specialists can enhance their daily routine in real examples. After finishing the course, you will be able to automate and boost your Expense Reimbursement 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 Expense Reimbursement workflow building using the airSlate platform, document generation and auto-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.

Who can sign up for the course?

We developed our Expense Reimbursement Automation Certification Program for Salesforce Consultant so that they can rapidly discover ways to transform standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get a lot of recommendations on rationalizing their work

Why was this program made?

The Expense Reimbursement Automation Certification Program for Salesforce Consultant is developed to help you in gaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s efficiency.

What does studying involve?

The course consists of three major levels:

  • Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
  • A comprehensive description of the workflow building and the Bot installation process;
  • Practical tasks to consolidate knowledge and level up automation skills.

Go through all stages to quickly become a certified expert 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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According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.

Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined 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.

It's completely free to enroll in any of the classes offered by airSlate Academy. All you have to do now is create an airSlate Academy account, verify your email address, and begin your education.

There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. Join now and learn at your own pace every time.

The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.

You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.

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.

You can find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a certain course you are interested in, please contact us.

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.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.