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Self-paced
Refine your for Salesforce agency expert knowledge with travel request 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 Travel Request 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 travel request automation certification for Salesforce agency expert
Our quick-start studying program provides the fundamentals of business process automation and describes how Salesforce specialists can improve their everyday routine in real examples. After finishing the course, you will be able to automate and enhance your Travel Request workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Travel Request workflow developing within the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Travel Request Automation Certification for Salesforce Agency Expert so that they can quickly discover ways to turn standard business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get a lot of tips on rationalizing their work
Why was this course made?
The Travel Request Automation Certification for Salesforce Agency Expert is developed to help you in gaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most cutting-edge ways of enhancing your business’s productivity.
What does studying include?
The training includes three major levels:
- Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow creation and the Bot installation process;
- Practical tasks to consolidate knowledge and level up automation skills.
Go through all stages to quickly become a qualified expert in automating Salesforce processes.
What will you learn in the Travel Request automation course?
- Generate actionable Travel Request 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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All courses with airSlate Academy are free of charge. You just need to set up an account with the airSlate Academy, confirm your email address, and start your learning journey.
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 pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.
It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.
Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To discover how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
Yes, you can enroll in as many courses as you want. However, we recommend you to not enroll in too many courses simultaneously since some of them require your ultimate attention. Join now and learn at your own pace every time.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.