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Self-paced
Strengthen your for Salesforce professional knowledge 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 Process optimization Certification Program for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense reimbursement process optimization certification program for Salesforce professional
Our quick-start training program offers the basics of business process automation and clarifies how Salesforce experts can improve their everyday routine in real examples. After completing the course, you will be able to automate and improve your Expense Reimbursement workflows in approximately 10 minutes without writing a single line of code.
What does this course cover?
The program covers all the stages of the Expense Reimbursement workflow developing within the airSlate platform, form creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Expense Reimbursement Process optimization Certification Program for Salesforce Professional so that they can rapidly discover ways to transform standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their daily routine will also find a lot of tips on rationalizing their processes
Why was this program created?
The Expense Reimbursement Process optimization Certification Program for Salesforce Professional is made to help you in obtaining no-code automation expertise in minimum time and at no cost. Enroll in the airSlate Academy to discover the most advanced ways of increasing your business’s productivity.
What does studying include?
The course includes three main levels:
- 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 installation 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 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
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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 course focuses on a different part of how airSlate works. They could take between 30 and 60 minutes. Courses that lead to a certification are more in-depth and can take up to 4 hours. Also, you need to think about how much time you have to do the work.
Bots are pieces of software that are programmed to do certain tasks based on rules and conditional logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.
RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.
You'll find the complete list of courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you don’t see a certain tutorial contact us.
It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.
By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.
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.
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.
Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.
Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To get a common understanding of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.