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Self-paced
Strengthen your for system administrator roles 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 Course for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval process optimization course for system administrator
Our quick-start training program provides the fundamentals of business process automation and describes how Salesforce experts can simplify 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 program cover?
The program covers all the stages of the Expense Approval workflow building using the airSlate platform, form generation and pre-filling, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can enroll in the program?
We created our Expense Approval Process optimization Course for System Administrator to enable them to quickly discover ways to turn regular business operations into highly-effective 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 Approval Process optimization Course for System Administrator 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 increasing your business’s efficiency.
What does studying involve?
The training comprises three major stages:
- Theoretical part with the fundamental concepts of BPA and the terminology we use in airSlate;
- A precise description of the workflow building and the Bot setup process;
- Practical tasks to consolidate knowledge and boost automation skills.
Go through all levels 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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Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.
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.
Discover the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. In case you don’t see a particular topic, please contact us.
The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
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.
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.
It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.
Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.
Bots are pieces of software that are pre-programmed to carry out specified activities according to pre-established rules and conditional logic. 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 collected, and more.