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Trailhead

Unleash the Power of Salesforce Contracts to Transform Your Business

Salesforce via Trailhead

Overview

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
  • Deep Dive into Salesforce Contracts
    • Explore Contract Types, Actions, and Lifecycle States
    • Create, Update, and Manage 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 OmniStudio Document Generation
    • Create Document Templates
    • Explore Client-Side Document Generation
    • Discover Server-Side Document Generation

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