- Adoption Consulting Silver - Product & International Teams
-
Introduction 0 Std. 5 Min.
- New Product Releases & Integrations
-
New Product Implementation Overview 0 Std. 30 Min.
-
DAC Product Releases 0 Std. 15 Min.
-
DocuSign eSignature for Google
-
DocuSign eSignature for NetSuite: Send, Sign, and Manage Documents
-
DocuSign eSignature for Microsoft Dynamics
-
Integrations Learning Plan| Mark Complete
- eSignature for Salesforce
-
eSignature for Salesforce | 3-Pager 0 Std. 30 Min.
-
DocuSign eSignature for Salesforce (Legacy): Administration
-
DocuSign eSignature for Salesforce (Legacy): Send with DocuSign
-
DocuSign eSignature for Salesforce (Legacy): Merge Fields & Anchor Text
-
DocuSign eSignature for Salesforce (Legacy): Connect
-
DocuSign eSignature for Salesforce (Legacy): Custom Buttons
- eSignature for Salesforce | Shadowing
-
Overview: Shadow Others 0 Std. 10 Min.
-
eSign for Salesforce | Call Shadow #1 1 Std. 0 Min.
-
eSign for Salesforce | Call Shadow #2 1 Std. 0 Min.
-
eSign for Salesforce | Call Shadow #3 1 Std. 0 Min.
-
Overview: Be Shadowed 2 Std. 0 Min.
-
eSign for Salesforce | Be Shadowed #1
-
eSign for Salesforce | Be Shadowed #2
-
Overview: Complete Projects 8 Std. 0 Min.
-
eSign for Salesforce | Complete Project #1 0 Std. 5 Min.
-
eSign for Salesforce | Complete Project #2 0 Std. 5 Min.
-
eSign for SalesForce | Complete Project #3 0 Std. 5 Min.
- eSignature for Salesforce Specialist Badge
-
Preparation Guide for eSignature for Salesforce Specialist Badge 4 Std. 0 Min.
-
Exam: DocuSign eSignature for Salesforce Specialist 1 Std. 0 Min.
- DocuSign Gen for Salesforce 101
-
Gen for Salesforce Introduction
-
Discovery & Qualification
-
Customer Stories
-
Positioning & Demo
-
Competition
-
Services
-
Pricing & Packaging
-
Gen 101 | Knowledge Check
- DocuSign Negotiate for Salesforce 101
-
Overview
-
Negotiate for Salesforce | Introduction
-
Discovery & Qualification
-
Customer Stories
-
Positioning & Demo
-
Competition
-
Services
-
Pricing & Packaging
-
Negotiate 101| Knowledge Check
- Gen/ Negotiate for Salesforce
-
Gen for Salesforce | Datasheet 2-pager 0 Std. 15 Min.
-
Gen for Salesforce | Videos 2 Std. 15 Min.
-
DocuSign Gen for Salesforce: Create and Use Gen Templates
-
Gen for Salesforce Videos | Mark Completion 0 Std. 5 Min.
-
DocuSign Negotiate for Salesforce | DSU Course 0 Std. 15 Min.
-
Negotiate for Salesforce | Datasheet 2-Pager 0 Std. 20 Min.
-
Negotiate Vision 0 Std. 15 Min.
-
Negotiate Demo 0 Std. 15 Min.
-
Negotiate | Use Cases & Target Audience 0 Std. 25 Min.
-
Negotiate | Set up a demo environment 0 Std. 25 Min.
- Gen/Negotiate for Salesforce | Shadowing
-
Overview: Shadow Others
-
Gen/ Negotiate | Call Shadow #1 1 Std. 0 Min.
-
Gen/Negotiate | Call Shadow #2 1 Std. 0 Min.
-
Gen/Negotiate | Call Shadow #3 1 Std. 0 Min.
-
Overview: Be Shadowed 2 Std. 0 Min.
-
Gen/Negotiate | Be Shadowed #1 1 Std. 0 Min.
-
Gen/Negotiate | Be Shadowed #2
-
Overview| Complete Projects 8 Std. 0 Min.
-
Gen/Negotiate for SalesForce | Complete Project #1 0 Std. 5 Min.
-
Gen/Negotiate for SalesForce | Complete Project #2 0 Std. 5 Min.
-
Gen/Negotiate for SalesForce | Complete Project #3 0 Std. 5 Min.
- Negotiate Exercises
-
Negotiate Exercise #1 | Administration of Company, Roles & Permissions 0 Std. 20 Min.
-
Negotiate Exercise #2 | Administration of Company, Roles & Permissions 0 Std. 20 Min.
-
Negotiate Exercise #3 | Administration of Company, Roles & Permissions 0 Std. 20 Min.
-
Negotiate Exercise #4 | Template Creation 0 Std. 20 Min.
-
Negotiate Exercise #5 | Create Custom Button 0 Std. 20 Min.
-
Negotiate Exercise #6 | Send for external review 0 Std. 20 Min.
-
Negotiate Exercise #7 | Share internally (with first contact) 0 Std. 20 Min.
-
Negotiate Exercise #8 | Share internally (with a second contact) 0 Std. 20 Min.
-
Negotiate Exercise #9 | Send for signature 0 Std. 20 Min.
- Negotiate / Gen (AC) Written Exam
-
Gen /Negotiate Written Exam (AC)
- DocuSign Identify 101
-
Resource: Identify | Datasheet 0 Std. 20 Min.
-
Overview | Identify 101
-
Identify | Introduction
-
Discovery & Qualification
-
Customer Stories
-
Positioning & Demo
-
Competition
-
Services
-
Pricing & Packaging
-
Identify | Knowledge Check 0 Std. 20 Min.
- DocuSign Identify | Shadowing
-
Configure eSignature Identity Verification Preferences
-
Configure ID Verification
-
Overview: Shadow Others 0 Std. 5 Min.
-
Identify | Call Shadow #1 1 Std. 0 Min.
-
Overview | Be Shadowed 0 Std. 5 Min.
-
Identify | Be Shadowed 1 Std. 0 Min.
- Capstone
-
Capstone Instructions 1 Std. 0 Min.
-
Manager Debrief | Product & International Capstone 0 Std. 15 Min.
Adoption Consulting Silver - Product and International
Kurs 3 von 9 in Agreement Cloud Expert | Adoption Consulting Silver Product and International
In this course you will cover required product content as a member of the Product and International Team.
ADOPTION CONSULTING CERTIFICATION INTRODUCTION:
INRODUCTION:
Welcome to the Product & International path! This path is a subset of the Adoption Consulting SILVER Certification program. In this path, we will cover additional details on the following: New Product Introduction Overview eSignature for SalesForce Gen/Negotiate for SalesForce Identify Guided Forms You will also be expected to complete some shadowing. Please be sure to also complete the relative 101 trainings for Gen for SalesForce, Negotiate for SalesForce, Identify & Guided Forms. You will then be expected to put it all together through our final Capstone. This will give you an opportunity to practice your skills as you are expected to present & record a demo as you would to a customer.