Self-paced

Refine your for Salesforce agency expert roles with travel request 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 Travel Request Workflow processing 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!
Refine your for Salesforce agency expert roles with travel request automation course

About travel request workflow processing certification program for Salesforce agency expert

Our quick-start training program offers the basics of business process automation and describes how Salesforce specialists can improve their everyday routine in real examples. After completing the course, you will be able to automate and enhance your Travel Request workflows in about 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the stages of the Travel Request workflow developing within the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can apply for the course?

We developed our Travel Request Workflow processing Certification Program for Salesforce Agency Expert to enable them to rapidly learn how to transform standard business operations into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their processes

Why was this program made?

The Travel Request Workflow processing Certification Program for Salesforce Agency Expert is created to help you in gaining no-code automation knowledge in minimum time and free of charge. Register in the airSlate Academy to discover the most cutting-edge ways of improving your business’s efficiency.

What does studying involve?

The training includes three major stages:

  • Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
  • A complete explanation of the workflow creation and the Bot setup process;
  • Practical activities to consolidate knowledge and level up automation skills.

Go through all stages to quickly become a certified professional 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

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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You'll find the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. In case you can't find a certain training contact us.

Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.

It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.

Each course focuses on a different part of what airSlate can do. They can take between 30 and 60 minutes. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.

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.

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.

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.

In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us at any moment if you require assistance.

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.

You don't need any industry-specific training or third-party software to take any courses. Every learning block concludes with a variety of exercises that put what you've learned into practice through a variety of real-world application scenarios. They are self-paced and can be seen at any time that suits you.