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Self-paced
Upgrade your for system administrator expertise with budget 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 Budget Approval Automation Certification Program for System Administrator, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
About budget approval automation certification program for system administrator
Our quick-start studying program provides the basics of business process automation and explains how Salesforce specialists can improve their everyday routine in real examples. After completing the course, you will be able to automate and improve your Budget Approval workflows within 10 minutes without writing a single line of code.
What does this program cover?
The course covers all the steps of the Budget Approval workflow building using the airSlate platform, document creation and pre-populating, and setup of corresponding Bots for smooth data transfer to and from Salesforce records.
Who can sign up for the course?
We created our Budget Approval Automation Certification Program for System Administrator to enable them to quickly discover ways to turn standard business procedures into highly-effective workflows with minimized human interaction. Other business professionals who use Salesforce in their day-to-day routine will also get many tips on rationalizing their work
Why was this program created?
The Budget Approval Automation Certification Program for System Administrator is created to help you in obtaining no-code automation knowledge in minimum time and free of charge. Join the airSlate Academy to discover the most advanced ways of increasing your business’s efficiency.
What does studying involve?
The training comprises three major levels:
- Theoretical part with the essential concepts of BPA and the terminology we use in airSlate;
- A complete description of the workflow building and the Bot installation process;
- Practical activities to consolidate knowledge and boost automation expertise.
Go through all steps to quickly become a certified specialist in automating Salesforce processes.
What will you learn in the Budget Approval automation course?
- Generate actionable Budget 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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Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 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.
You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To understand how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.
All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.
No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.
In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.
Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.
Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.
Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. 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.
RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.
We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.