to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Refine your for Salesforce implementation partner roles 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 Workflow processing Certification for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement workflow processing certification for Salesforce implementation partner
Our quick-start training program provides the basics of business process automation and describes how Salesforce experts can simplify their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Expense Reimbursement workflows within 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the steps of the Expense Reimbursement workflow building within the airSlate platform, form creation and auto-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the course?
We developed our Expense Reimbursement Workflow processing Certification for Salesforce Implementation Partner to enable them to rapidly discover ways to change regular business procedures into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also find a lot of recommendations on rationalizing their work
Why was this course made?
The Expense Reimbursement Workflow processing Certification for Salesforce Implementation Partner is made to assist you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to explore the most state-of-the-art ways of enhancing your business’s productivity.
What does studying include?
The training includes three major levels:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed description of the workflow building and the Bot setup process;
- Practical tasks 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 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
You're free to enroll in as many classes as you like! We caution you, however, against enrolling in too many classes at once, as some of them require your complete attention. Sign up now, and you'll always be able to learn at a good rate.
You'll find the complete list of our courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a certain training contact us.
RPA is an abbreviation for Robotic Process Automation. It is a specialized technology comprised of tools and features designed to automate repetitive and routine processes. airSlate provides a plethora of RPA Bots to automate time-consuming document-based procedures without the need for coding.
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.
Yes, there is a free subscription option. You'll be able to test out airSlate for 30 days and get a feel for how it works. After that, you'll have the option to upgrade to a premium subscription at any time. To get a common idea of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
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.
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.
Bots are pieces of software that are set up to do certain tasks based on rules and logic that have already been set. Set up reminders and automated notifications; generate and update records in your CRM based on the information you collect with airSlate Bots; and more with airSlate Bots