DocuSign Salesforce Administrator Virtual Certification Course (September 20 - 22)
Date and time
Location
Description
Become a Certified DocuSign Salesforce Administrator to get the most of your DocuSign investment. Attend the three instructor-led virtual four-hour sessions to increase your Salesforce Administrator expertise and help accelerate your organization’s DocuSign adoption. After certification, attendees will be able to improve company-wide business operations through advanced, tighter integration between DocuSign tools and the Salesforce platform. The course includes lectures, discussions, exercises and workshops, and culminates in a rigorous certification project.
**Please note that this is a three-day course that is from 9AM-1PM PST each day.
Agenda:
Day 1
- DocuSign Keys
- Installation and Configuration
- DocuSign for Salesforce Admin Tab
- Using Default DocuSign for Salesforce
Day 2
- Custom Tags with Merge fields
- Automatic Anchor Tags
- Custom Buttons
Day 3
- Workshop
- Custom Objects
- DocuSign Connect
- Reports, Dashboards, and Partners
- Troubleshooting, Support, and Update policy
Prerequisites:
- Pre-work in the form of eLearning is assigned prior to attending the course
- Laptop is required
- Attendees should also have basic experience administering DocuSign.
- It is recommended that attendees have experience administering Salesforce including editing page layouts, installing apps through the AppExchange, and creating custom objects.
IMPORTANT: Please note that completing this registration form only reserves your space temporarily in the class. In order to become officially registered for the course, you will need to arrange payment through your DocuSign Account Manager. The price for this training is $1,700 per attendee (please note updated FY17 pricing). The DocuSign University Team will reach out to your Account Manager on your behalf when we receive your registration information.
For questions, please contact us at docusignuniversity@docusign.com or 206-876-6852.