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Self-paced
Sharpen your for Salesforce Admin resume skills with expense approval 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 Approval Process optimization Certification for Salesforce Admin, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval process optimization certification for Salesforce Admin
Our quick-start learning program offers the fundamentals of business process automation and explains how Salesforce specialists can streamline their daily routine in real examples. After completing the course, you will be able to automate and boost your Expense Approval workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The course covers all the steps of the Expense Approval workflow developing using the airSlate platform, document generation and pre-populating, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Expense Approval Process optimization Certification for Salesforce Admin to enable them to quickly discover ways to change regular business procedures into highly-effective 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 processes
Why was this course made?
The Expense Approval Process optimization Certification for Salesforce Admin is created to assist you in obtaining no-code automation expertise in minimum time and at no cost. Sign up for the airSlate Academy to explore the most advanced ways of boosting your business’s productivity.
What does studying involve?
The training comprises three major steps:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A detailed explanation of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and boost automation skills.
Go through all stages to quickly become a certified expert in automating Salesforce processes.
What will you learn in the Expense Approval automation course?
- Generate actionable Expense 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
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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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Each lesson focuses on a different feature of airSlate. A thirty-minute to an hour wait is not uncommon. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.
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.
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.
Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.
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.
Aside from the airSlate Academy, you can benefit from various learning materials that will assist 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 whenever you need help.
The airSlate Partnership program, known as Partner Connect, enables companies to add airSlate products to their catalogs, promote those products through their own channels, and earn commissions. Being an airSlate partner requires you to learn about automation.
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.
For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.