Administer Salesforce Contracts

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses Microsoft 365 Courses

Course Description

Overview

Explore advanced techniques to manage contracts for better efficiency and control.

Automate and streamline contract creation and management for your business.
Set up templates for generating business documents with speed, precision, and accuracy.

Syllabus

Deep Dive into Salesforce Contracts

Explore Contract Types, Actions, and Lifecycle States
Create, Update, and Manage Contracts
Discover Reusable Clauses
Explore Microsoft 365 Integration

Deep Dive into OmniStudio Document Generation

Create Document Templates
Explore Client-Side Document Generation
Discover Server-Side Document Generation

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