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Self-paced
Upgrade your for Salesforce professional 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 Course for Salesforce Professional, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About expense approval workflow processing course for Salesforce professional
Our quick-start training program provides the fundamentals of business process automation and explains how Salesforce professionals can streamline their daily routine in real examples. After completing the course, you will be able to automate and boost your Expense Approval workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the stages of the Expense Approval workflow developing within the airSlate platform, document creation and pre-populating, and configuration of corresponding Bots for seamless data transfer to and from Salesforce records.
Who can enroll in the course?
We created our Expense Approval Workflow processing Course for Salesforce Professional to enable them to rapidly learn how to change standard business procedures into highly-efficient workflows with minimized human interaction. Other specialists who use Salesforce in their day-to-day routine will also get many recommendations on rationalizing their processes
Why was this program made?
The Expense Approval Workflow processing Course for Salesforce Professional is created 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 boosting your business’s productivity.
What does studying include?
The course consists of three main stages:
- Theoretical part with the essential concepts of BPA and the terms we use in airSlate;
- A complete description of the workflow creation and the Bot setup process;
- Practical activities to consolidate knowledge and level up automation expertise.
Go through all steps to quickly become a qualified 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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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.
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 get a common understanding of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
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.
Get the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a specific training course you are interested in, please contact us.
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.
Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.
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.
Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.
There is no limit to the number of classes you can take. Since some courses require your whole attention, we advise you to avoid signing up for too many courses at once. The sooner you sign up, the more time you have to study.