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Implement Advanced Workflows with Salesforce Course Pre-Work & Training Materials
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Course Introduction 18 Min.
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Lesson 1: Configure Document Generation and Initiate from CLM 42 Min.
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Lesson 2: Troubleshooting Workflow Errors 14 Min.
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Lesson 3: Create a Workflow to Initiate the Contract Process 26 Min.
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Lesson 4: Build a Sub-Workflow to Apply Attributes 47 Min.
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Lesson 5: Configure eForms 13 Min.
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Lesson 6: Configure Human Workflow Steps and Create Reports 9 Min.
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Lesson 7: Build a Contract Reporting Sub-Workflow 57 Min.
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Lesson 8: Send a Document for Signature 11 Min.
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Lesson 9: Send a Document for Sales Review 17 Min.
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Lesson 10: Send a Document for External Review 8 Min.
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Lesson 11: Send a Document for Approval 7 Min.
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Lesson 12: Send Data from CLM to Salesforce 15 Min.
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Lesson 13: Document Ingestion 3 Min.
DocuSign CLM: Implement Advanced Workflows with Salesforce (Recorded)
Learn how to build and implement advanced workflows using DocuSign CLM and Salesforce.
Self-Paced
Language: English
Estimated time: 4 hours 47 minutes
This course shows how to design, build, troubleshoot, and implement DocuSign CLM advanced workflows, using data from CLM and Salesforce. Configure document generation to launch workflows from DocuSign CLM and Salesforce. Develop workflows using automated document management, engine/flow control, human, scheduling, and communications steps while using regular expressions and XPath. Build sub-workflows, apply data validation solutions, create reports and dashboards, and use data from files outside the workflow such as CSV mapping files and configuration eForms.
Pre-work: You must have DocuSign CLM account with administrator membership to complete the hands-on activities for this course. You must also complete the activities in the Pre-Course Work Guide in order to set up a Salesforce account for use with DocuSign CLM. The guide is included in the zip file containing the course materials. You are encouraged to complete the pre-work before starting the hands-on activities.
This course is a paid customer offering. These recordings are provided for internal employees and partners only for enablement. Do not share the downloadable files or recordings with customers. Customers may sign up to attend the live course by accessing the public schedule.