Salesforce Integration: Foundations
The PandaDoc and Salesforce integration allows you to streamline your Document creation process by directly using the information you already have in your CRM in your PandaDoc Documents. This 45 to 60-minute course will help you learn how to set up the integration and make the most of its features. (Learn more...)
Salesforce Integration: Foundations
The PandaDoc and Salesforce integration allows you to streamline your Document creation process by directly using the information you already have in your CRM in your PandaDoc Documents. This 30 to 45-minute course will help you learn how to set up the integration and make the most of its features. Starting with the foundational concepts, you will move through 5 different lessons starting with gaining the knowledge to set up the integration and concluding with improving collaboration and streamlining Document creation with information from your CRM. The included videos and simulation will provide an engaging experience with multiple knowledge checks along the way.
This course is designed for:
- PandaDoc Account Owner and Admins
- Sales Professionals who use Salesforce for pipeline management
- Users wanting to create Templates or Documents with information from Salesforce
In this course, you will learn how to:
- Configure the integration between PandaDoc and Salesforce
- Customize Templates to automatically extract data from Salesforce when creating Documents
- Create PandaDoc Documents directly from your Salesforce account
- Monitor the status and progress of your Documents once they have been sent to customers
Availability
Salesforce is a paid add-on for Business and Enterprise plans