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Unleash the Power of Salesforce Contracts to Transform Your Business

Salesforce via Trailhead

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Overview

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Digitize and modernize contract lifecycle management for sales and other key business processes in your organization.
  • Use digital contract management to simplify and expedite your sales process.
  • Automate and streamline contract creation and management for your business.
  • Simplify and automate document creation to streamline your sales process.
  • Set up templates for generating business documents with speed, precision, and accuracy.

Syllabus

  • Salesforce Contracts Foundations
    • Meet Salesforce Contracts
    • Dive into Salesforce Contracts Capabilities
    • Collaborate with Salesforce Contracts
    • Transform Your Business with Salesforce Contracts
  • OmniStudio Document Generation Foundations
    • Meet OmniStudio Document Generation
    • Dive into OmniStudio Document Generation Capabilities
    • Explore Document Types and the Document Generation Process
    • Transform Business with Document Generation
  • Deep Dive into Salesforce Contracts
    • Explore Contract Types, Actions, and Lifecycle States
    • Create and Submit Contracts
    • Track and Manage Obligations
    • Analyze and Visualize Contract Data
  • Salesforce Contracts Integration with Microsoft 365
    • Discover Reusable Clauses
    • Create Document Templates and Contract Documents
  • Generative AI for Salesforce Contracts
    • Discover Contracts AI
    • Explore Smart Clause Generation
    • Digitize Legacy Contracts

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