- 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.
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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.
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