The Salesforce Admin's Guide to Document Generation

The Salesforce Admin's Guide to Document Generation

Cover

Document generation allows data from a CRM system to be put into a useable format.

In order to harness all of the benefits of document generation, you first need to understand when, why, and how to begin a strategy.

Inside, learn:

  • 3 scenarios when document generation is needed
  • The key stakeholders involved in the process
  • Steps to starting a strategy
  • How to make a business case for document generation
  • And more 
Vendor:
Conga
Posted:
19 Apr 2017
Published:
19 Apr 2017
Format:
PDF
Length:
15 Page(s)
Type:
White Paper
Language:
English
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