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Trailhead

Optimize Your Business with Industries Contract Lifecycle Management

Salesforce via Trailhead

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Overview

Automate and streamline contract administration for specific industries using the legacy Vlocity solution.
  • Simplify and expedite your sales process with digital contract management.
  • Automate and streamline contract creation and management for your business.
  • Simplify and expedite the sales process with digital document generation.
  • Set up templates for creating business documents with speed, accuracy, and precision.

Syllabus

  • Industries Contract Lifecycle Management Foundations
    • Meet Contract Lifecycle Management
    • Dive into Contract Lifecycle Management Capabilities
    • Work with the Solution
    • Transform Your Business with Contract Management
  • Deep Dive into Industries Contract Lifecycle Management
    • Meet Contract Types and Lifecycle States
    • Work with Contracts
    • Explore CLM and CPQ Integration
  • Industries Document Generation Foundations
    • Meet Industries Document Generation
    • Dive into Document Generation Capabilities
    • Work with the Document Generation Solution
    • Transform Business with Document Generation
  • Deep Dive into Industries Document Generation
    • Create Web Document Templates
    • Create DOCX and PPTX Document Templates
    • Discover Client-Side Document Generation
    • Explore Server-Side Document Generation

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