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DocuSign CLM: Integrate Workflows with Salesforce Course Pre-Work & Training Materials
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Course Introduction 6 Min.
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Lesson 1: DocuSign CLM Salesforce Integration 60 Min.
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Lesson 2: Analyze the Use Case 4 Min.
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Lesson 3: Prepare a Starter Workflow 23 Min.
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Lesson 4: Configure a Salesforce Contract Management Workflow to Integrate with Salesforce 55 Min.
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Lesson 5: Workflow Development 89 Min.
DocuSign CLM: Integrate Workflows with Salesforce (Recorded)
Learn how to use DocuSign CLM to build workflows integrated with Salesforce.
Self-Paced
Language: English
Estimated time: 3 hours 57 minutes
This course shows how to access contracts and documents stored in DocuSign CLM directly through Salesforce. Work along with a recording of a DocuSign University product trainer to configure Salesforce integration and use purpose-built workflow functionality in DocuSign CLM to read, write, and transfer data to Salesforce.
Pre-work: You must have a DocuSign CLM account with administrator membership to complete the hands-on activities for this course. If you do not already have an account, contact your manager or Partner Success Manager to obtain an account.
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.