Dariusz Halczewski

In this session, I’ll introduce you to Salesforce Contracts - a powerful tool for managing the entire contract lifecycle, from creation to final signature. Built on the Vlocity Contract Lifecycle Management (CLM) solution and part of the Salesforce Industries suite, Salesforce Contracts simplifies the automate the contract management in Salesforce. I’ll cover the following main features: - Create and Update Contracts: Demonstrating how to create and update contracts directly from Salesforce objects, seamlessly integrating with the sales process. - Contract Document Generation: Exploring how to generate contract documents and manage versions, ensuring changes are accurately tracked. - Design Document Templates in Salesforce: Showing how to design templates and generate compliant documents using Salesforce and Microsoft 365 integration. - E-Signature Overview: Explaining how DocuSign integration facilitates the secure and efficient signing of contracts within the platform. - Document Generation with Omniscript: Discussing how Omniscript supports advanced document generation tailored to specific business needs. - Contracts AI: Introducing how AI can automate contract drafting and clause management, reducing manual work and increasing accuracy. While this session will serve as an introduction, I will focus on providing a practical overview of these key functionalities. I warmly invite you to join and explore these features with me!