- Introduction
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READ ME | Instructions by Role 0 Std. 5 Min.
- CLM Written Exam
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PS Silver | CLM Written Exam 0 Std. 30 Min.
- Exercise: Course Capstone Exercise
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Overview + Process for Exercise Submission 0 Std. 5 Min.
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Instructions
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CLM Capstone
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Record Completion 2 Std. 0 Min.
- Exercise: Course Capstone Exercise Part B
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CLM Capstone Part B
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Record Completion 2 Std. 0 Min.
- Exercise 1: Using Clauses in Doc Gen and Merging Track Content
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Using Clauses in Doc Gen and Merging Track Content
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CLM Exercises MSA
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Record Completion 3 Std. 0 Min.
- Exercise 2: Using XML Merge Step
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Exercise 2: Using XML Merge Step
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CLM Exercises Order Form
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Record Completion 3 Std. 0 Min.
- Exercise 3: Externalizing Workflow Setup
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Externalizing Workflow Setup
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Record Completion 3 Std. 0 Min.
- Exercise 4: Routing Step Configuration
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Routing Step Configuration
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Record Completion 3 Std. 0 Min.
- Exercise 5: Data review / Data writeback to SalesForce / Create SFDC Record
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Data review / Data writeback to Salesforce / Create SFDC Record
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Record Completion 3 Std. 0 Min.
- Exercise 6: Leveraging eSignature template in workflow
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Leveraging eSignature template in workflow
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Record Completion 3 Std. 0 Min.
- Exercise 7: Using eSignatue XML
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Using eSignatue XML
- Exercise 8 : Using an Iterator
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Using an Iterator
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Record Completion 3 Std. 0 Min.
- Shadowing
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READ ME | Overview
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Reflect on CLM Shadowing Experience 80 Std. 0 Min.
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Record Shadowing Completion
- Expert Recognition: CLM Administration Specialist Badge
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Prep Guide: CLM Administration Specialist 0 Std. 30 Min.
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Exam: CLM Administration Specialist 1 Std. 0 Min.
- Expert Recognition: CLM Workflow Specialist Badge
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Prep Guide: CLM Workflow Specialist 0 Std. 30 Min.
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Exam: CLM Workflow Specialist 1 Std. 0 Min.
Professional Services Silver Certification | CLM
In this course, you will earn your Silver certification for CLM through exercises, shadowing sessions, projects and obtaining your Expert Recognition badges.
OVERVIEW:
Description: By this point in your certification journey, you should have already gone through the Product Knowledge curriculum and Value Selling module. It's time to check your knowledge.
Instructions: Click Get Started to begin the Written Exam. There are 14 multiple-choice questions. You will need to get 90% to pass.
You will also need to complete:
- 9 Exercises*
- 4 Shadowing Sessions
- 3 Projects
- DocuSign CLM Specialist Badge
- DocuSign CLM Workflow Specialist Badge
*NOTE: All exercises need to be submitted to the Slack channel: #cs-ps-clm-training. See the pinned Smartsheet on the channel. A reviewer will be assigned.
For additional information, see the ACE for PS FAQs document, Silver section.