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Self-paced
Upgrade your for Salesforce admin responsibilities 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 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 workflow processing certification for Salesforce admin
Our quick-start learning program provides the fundamentals of business process automation and explains how Salesforce users can improve their daily routine in real examples. After finishing the course, you will be able to automate and boost your Expense Approval workflows in about 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Expense Approval workflow developing using the airSlate platform, document generation and pre-populating, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can apply for the program?
We developed our Expense Approval Workflow processing Certification for Salesforce Admin to enable them to rapidly learn how to transform typical business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also find many recommendations on rationalizing their processes
Why was this course created?
The Expense Approval Workflow processing Certification for Salesforce Admin is created to help you in gaining no-code automation expertise in minimum time and at no cost. Register in the airSlate Academy to explore the most advanced ways of boosting your business’s efficiency.
What does studying involve?
The training includes three major steps:
- Theoretical part with the fundamental concepts of BPA and the terms we use in airSlate;
- A precise description of the workflow building and the Bot installation process;
- Practical tasks to consolidate knowledge and improve automation expertise.
Go through all levels to quickly become a qualified 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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In addition to the airSlate Academy, we provide a variety of different resources to assist you in learning about and using our products. 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.
Yes, you can get a free subscription. You'll be able to use airSlate for a full 30 days before deciding whether or not to purchase it. Any time after that, you can upgrade to a paying plan. To figure out how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.
We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.
All of your classes are permitted. If you decide to sign up for too many courses at once, we suggest you to do so cautiously. Sign up now to keep your learning pace productive at all times.
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.
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.
You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.
Unfortunately, we are unable to provide courses in other languages. Unless otherwise noted, everything on the airSlate website is written in English. Please let us know if you'd like to see a localized version of our product in the future.
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.
You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.