Administer Salesforce Contracts
Offered By: Salesforce via Trailhead
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
Tags
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