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Self-paced
Strengthen your for Salesforce administrator career path 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 Workflow processing Certification Program for Salesforce Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval workflow processing certification program for Salesforce administrator
Our quick-start studying program provides the fundamentals of business process automation and describes how Salesforce specialists can enhance their everyday routine in real examples. After finishing the course, you will be able to automate and improve your Expense Approval workflows in about 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Expense Approval workflow developing within the airSlate platform, form creation and pre-filling, and configuration of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We developed our Expense Approval Workflow processing Certification Program for Salesforce Administrator so that they can quickly discover ways to transform regular business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also find many tips on rationalizing their processes
Why was this course made?
The Expense Approval Workflow processing Certification Program for Salesforce Administrator is developed to help you in obtaining no-code automation expertise in minimum time and free of charge. Sign up for the airSlate Academy to discover the most advanced ways of improving your business’s productivity.
What does studying involve?
The course includes three main steps:
- Theoretical part with the basic 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 steps to quickly become a certified specialist 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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Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.
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.
Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.
You don't need experience in a certain field or tools from a third party to take any course. At the end of each learning block, there are different assignments based on different use cases, as well as important insights and tips. Our courses are self-paced, so you can look at them whenever you want.
Robotic Process Automation is what RPA stands for in short. It is a set of tools and features that work together to automate tasks that are done over and over again. airSlate has a lot of RPA Bots that can speed up tedious document-based tasks without having to write code.
Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.
We want you to keep moving forward in your education. The airSlate Academy will issue you a certificate of completion if you successfully complete a course. The certificate can be put to good use in your existing position or as a springboard for a new one.
You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.
The courses each focus on a different part of airSlate's capabilities. They can take anywhere from 30 minutes to an hour. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional 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.