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Self-paced
Sharpen your for Salesforce consulting partner roles 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 Process optimization Certification for Salesforce Consulting Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About travel request process optimization certification for Salesforce consulting partner
Our quick-start learning program provides the fundamentals of business process automation and clarifies how Salesforce experts can streamline their daily routine in real examples. After finishing the course, you will be able to automate and improve your Travel Request 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 Travel Request workflow building using the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We created our Travel Request Process optimization Certification for Salesforce Consulting Partner so that they can rapidly learn how to transform typical business operations into highly-efficient workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes
Why was this program created?
The Travel Request Process optimization Certification for Salesforce Consulting Partner is created to help you in gaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to discover the most cutting-edge ways of boosting your business’s efficiency.
What does studying include?
The training consists of three main levels:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A comprehensive description of the workflow building and the Bot setup process;
- Practical activities to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a certified specialist 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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You do not need an industry background or third-party tools to take any courses. Our courses include a variety of application cases, important insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, and you can access them whenever it is convenient for you.
Besides the airSlate Academy, there are other ways to learn about our products that can help you. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.
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 get a general concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.
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.
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.
Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.
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 will find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a certain tutorial contact us.