Process Automation with Salesforce - Virtual Instructor-Led Course

Process Automation with Salesforce - Virtual Instructor-Led Course

This course covers SpringCM’s integration with Salesforce.com and illustrates how users have access to all their contracts and documents in SpringCM directly through Salesforce. Also, this course covers workflow functionality that allows for reading, writing and creating data from/to Salesfore.com

About this course

This course covers in detail SpringCM’s integration with Salesforce.com and illustrates how users have access to all their contracts and documents in SpringCM directly through Salesforce. As well as the installation and setup of the integration using the SpringCM App in the AppExchange, this course also covers purpose-built workflow functionality that allows for reading, writing and creating data from/to Salesforce.com and how to use these elements in workflow design and implementation to add powerful integration capabilities to any process.

Course Objectives:

Upon completion of the Process Automation with Salesforce course, attendees will be able to:

  • Initiate SpringCM workflows from Salesforce
  • Install SpringCM within Salesforce
  • Define Salesforce Configuration
  • Define SpringCM Configuration
  • Manage users in Salesforce and have them synced automatically to SpringCM
  • Map a Salesforce user Role or Profile to a security group in SpringCM
  • Enable automatic Chatter posts based on SpringCM activities
  • Install the dynamic search widget called SpringCM “GetIt” based on predefined search criteria
  • Use SpringCM's "External Object Storage" framework to utilize advanced workflow capabilities
  • Create contract documents using Salesforce data and send for review
  • Update and create Salesforce data from SpringCM's Advanced Workflow
  • Leveraging SpringCM’s API to initiate a SpringCM workflow through use of a Custom button

Audience:

  • Administrator
  • Business Analysts
  • Developers
  • SpringCM Implementation Partners
  • Business Users, Sales Operations, and IT Managers

Prerequisites:

SpringCM Essentials workshop or equivalent administrator experience. SpringCM Process Automation workshop experience is required. Programming experience is highly recommended.

Duration:

  • 1 Days

Price: 

  • $500

Course Topics:

Module 1: SpringCM-Salesforce Integration Overview

  • Install SpringCM within Salesforce
  • Define Salesforce Configuration
  • Define SpringCM Configuration
  • Manage user in Salesforce and have them synced automatically to SpringCM
  • Learn how to map a Salesforce user role or profile to a security group in SpringCM
  • Learn how to enable automatic chatter posts based on SpringCM activities
  • Install the dynamic search widget called SpringCM Get-It based on predefined search criteria

Module 2: External Object Storage framework

  • Exploring SpringCM and Salesforce Integration
  • Learn about SpringCM's "External Object Storage" framework used by the SpringCM Cloud Connector for Salesforce, and how it is leveraged in SpringCM's Advanced Workflow

Module 3: Workflow Development

  • Create contract documents using Salesforce data, and send for review
  • Create and update Salesforce data from SpringCM's workflow
  • Learn how to initiate SpringCM workflow from Salesforce

View full calendar of upcoming training dates for Process Automation with Saleforce class

Event Date Spaces left
Virtual Process Automation with Salesforce - US- January 18, 2018 Jan. 18, 2019, 9 a.m. -
Jan. 18, 2019, 10 a.m. CST
11
Virtual Process Automation with Salesforce - UK- January 25, 2019 Jan. 25, 2019, 11:30 a.m. -
Jan. 25, 2019, 7:30 p.m. GMT
13
Virtual Process Automation with Salesforce - US- February 8, 2019 Feb. 8, 2019, 8:30 a.m. -
Feb. 8, 2019, 4:30 p.m. CST
13
Virtual Process Automation with Salesforce - UK- February 22, 2019 Feb. 22, 2019, 11:30 a.m. -
Feb. 22, 2019, 7:30 p.m. GMT
13
Virtual Process Automation with Salesforce - US- March 8, 2019 March 8, 2019, 9 a.m. -
March 8, 2019, 4:30 p.m. CST
13
Virtual Process Automation with Salesforce - UK- March 22, 2019 March 22, 2019, 11:30 a.m. -
March 22, 2019, 12:30 p.m. GMT
13

Register

  • Virtual Training Information and Pricing
  • Process Automation with Salesforce
  • Calendar
  • View full calendar of upcoming training dates for Process Automation with Saleforce class

About this course

This course covers in detail SpringCM’s integration with Salesforce.com and illustrates how users have access to all their contracts and documents in SpringCM directly through Salesforce. As well as the installation and setup of the integration using the SpringCM App in the AppExchange, this course also covers purpose-built workflow functionality that allows for reading, writing and creating data from/to Salesforce.com and how to use these elements in workflow design and implementation to add powerful integration capabilities to any process.

Course Objectives:

Upon completion of the Process Automation with Salesforce course, attendees will be able to:

  • Initiate SpringCM workflows from Salesforce
  • Install SpringCM within Salesforce
  • Define Salesforce Configuration
  • Define SpringCM Configuration
  • Manage users in Salesforce and have them synced automatically to SpringCM
  • Map a Salesforce user Role or Profile to a security group in SpringCM
  • Enable automatic Chatter posts based on SpringCM activities
  • Install the dynamic search widget called SpringCM “GetIt” based on predefined search criteria
  • Use SpringCM's "External Object Storage" framework to utilize advanced workflow capabilities
  • Create contract documents using Salesforce data and send for review
  • Update and create Salesforce data from SpringCM's Advanced Workflow
  • Leveraging SpringCM’s API to initiate a SpringCM workflow through use of a Custom button

Audience:

  • Administrator
  • Business Analysts
  • Developers
  • SpringCM Implementation Partners
  • Business Users, Sales Operations, and IT Managers

Prerequisites:

SpringCM Essentials workshop or equivalent administrator experience. SpringCM Process Automation workshop experience is required. Programming experience is highly recommended.

Duration:

  • 1 Days

Price: 

  • $500

Course Topics:

Module 1: SpringCM-Salesforce Integration Overview

  • Install SpringCM within Salesforce
  • Define Salesforce Configuration
  • Define SpringCM Configuration
  • Manage user in Salesforce and have them synced automatically to SpringCM
  • Learn how to map a Salesforce user role or profile to a security group in SpringCM
  • Learn how to enable automatic chatter posts based on SpringCM activities
  • Install the dynamic search widget called SpringCM Get-It based on predefined search criteria

Module 2: External Object Storage framework

  • Exploring SpringCM and Salesforce Integration
  • Learn about SpringCM's "External Object Storage" framework used by the SpringCM Cloud Connector for Salesforce, and how it is leveraged in SpringCM's Advanced Workflow

Module 3: Workflow Development

  • Create contract documents using Salesforce data, and send for review
  • Create and update Salesforce data from SpringCM's workflow
  • Learn how to initiate SpringCM workflow from Salesforce

Live events

View full calendar of upcoming training dates for Process Automation with Saleforce class

Event Date Spaces left
Virtual Process Automation with Salesforce - US- January 18, 2018 Jan. 18, 2019, 9 a.m. -
Jan. 18, 2019, 10 a.m. CST
11
Virtual Process Automation with Salesforce - UK- January 25, 2019 Jan. 25, 2019, 11:30 a.m. -
Jan. 25, 2019, 7:30 p.m. GMT
13
Virtual Process Automation with Salesforce - US- February 8, 2019 Feb. 8, 2019, 8:30 a.m. -
Feb. 8, 2019, 4:30 p.m. CST
13
Virtual Process Automation with Salesforce - UK- February 22, 2019 Feb. 22, 2019, 11:30 a.m. -
Feb. 22, 2019, 7:30 p.m. GMT
13
Virtual Process Automation with Salesforce - US- March 8, 2019 March 8, 2019, 9 a.m. -
March 8, 2019, 4:30 p.m. CST
13
Virtual Process Automation with Salesforce - UK- March 22, 2019 March 22, 2019, 11:30 a.m. -
March 22, 2019, 12:30 p.m. GMT
13

Register

  • Virtual Training Information and Pricing
  • Process Automation with Salesforce
  • Calendar
  • View full calendar of upcoming training dates for Process Automation with Saleforce class