Slaesforce FAQ

how to become docusign certified for salesforce exam

by Lorenz Hermann Published 2 years ago Updated 2 years ago

What can you do with DocuSign in Salesforce?

Add agreement signing workflows across the Customer 360–including Sales Cloud, Service Cloud, Revenue Cloud, Experience Cloud, and Vaccine Cloud. Streamline the contract lifecycle by automating manual tasks, orchestrating complex workflows and eliminating unnecessary risk with DocuSign CLM for Salesforce.

What certifications does DocuSign have?

DocuSign is ISO 27001:2013 certified. This is the highest level of global information security assurance available today, and provides customers assurance that DocuSign meets stringent international standards on security.

How to take the Salesforce certification exam?

Take the Salesforce Exam – ONSITE: Take exam from a Kryterion-sponsored Testing Center. There are many to choose from worldwide, so you can schedule your exam with a testing center that is closest to you Proctored through cameras set up in testing room

What are DocuSign’s security requirements?

DocuSign adheres to the requirements of the Cloud Security Alliance (CSA) Security Trust Assurance and Risk (STAR) program. The CSA STAR comprises key principles of transparency, rigorous auditing, and harmonization of standards.

Are DocuSign courses free?

DocuSign University is our free online learning resource that makes it easy to help you build the knowledge and expertise you need to unlock the full potential of the DocuSign Agreement Cloud in your integration.

Is DocuSign for Salesforce free?

Starting at $30 USD per user per month. For custom/enterprise solutions contact sales: 1-877-720-2040. Send, sign, track and save agreements in Salesforce with the most downloaded electronic signature app on the AppExchange.

How do I use DocuSign in Salesforce?

0:252:29DocuSign eSignature for Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you can delight customers with a modern on-demand signing experience you can use DocuSign easeMoreAnd you can delight customers with a modern on-demand signing experience you can use DocuSign ease signature across multiple Salesforce clouds from any Salesforce object you can send with DocuSign.

How do I access DocuSign university?

If you have a DocuSign account, click Sign in and enter your DocuSign Production Account email address and password. If you do not have DocuSign Production Account credentials, you can create a DocuSign Demo Account and sign in to DocuSign University for Demo Account users.

What is DocuSign in Salesforce?

DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable.

Does Salesforce own DocuSign?

DocuSign — $139.5 million This is down in size and scope from August 2018, when Salesforce owned $240 million in DocuSign. Salesforce owns fewer shares of DocuSign than it does in Dropbox, but the price of each share of DocuSign makes it Salesforce's single biggest investment in terms of dollars and cents.

How do I upgrade Salesforce DocuSign?

Log in to account.docusign.com as a DocuSign Administrator. Select Settings > Connect. Select Salesforce from the configuration list. Navigate to Salesforce Account Settings and select Reconfigure Login.

How do I add a DocuSign button to Salesforce?

In order to do so, your Salesforce Administrator will have to create a custom button that calls specific DocuSign variables for the situation in question....Navigate to a Salesforce Object (i.e. Opportunity)Click Edit Layout.Select 'Buttons'Drag and Drop the custom button.Click Save or Quick Save.

How do you implement DocuSign?

Quickly access and sign documents that require your signatureStep 1: Click the link in email. With one click, you can access the document and start the document signing process on virtually any internet-enabled device. ... Step 2: Follow the DocuSign tabs. ... Step 3: Finish, and you're done.

What is a DocuSign certificate?

DocuSign eSignature is certificate-based signing performed digitally. Each signed document has its own certificate of authenticity. Digital signatures use cryptography to ensure the authenticity of the person who electronically signs a document.

How do I learn DocuSign?

0:2823:17DocuSign Tip - Learn the Basics in 20 Minutes [updated ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe do have the DocuSign 101 video that can be found on SLM training.com right away is the firstMoreWe do have the DocuSign 101 video that can be found on SLM training.com right away is the first things first in order to create a new transaction.

Is DocuSign NIST compliant?

Standards-based encryption key management is offered (ISO, NIST, or equivalent). DocuSign maintains an encryption key management system that is certified and examined under ISO 27001:2013, PCI DSS, and SSAE.

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2. How can I get prepared?

We’ve got the tools to help you prepare for your exam, no matter your learning style. We’ve covered all the bases, with exam guides, interactive study tools, videos, trailmixes, and more.

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5. How do I ace the exam?

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6. Are there more resources?

Yes, of course! Bookmark the Salesforce Admin Career Development page where you can find all of the resources designed to help you grow your Salesforce Admin career.

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How can Docusign University help you drive success for yourself and your organization?

How can DocuSign University help you drive success for yourself and your organization? Choose from self-paced, virtual and in-person courses tailored to your DocuSign role. Training that suits your learning needs and schedule.

What is SSL certificate?

SSL Certificates. Server certificates used by websites to allow users to enter their personal data with confidence. A website protected by SSL certificate is also a more efficient website from a marketing point of view. Timestamping.

Get more value from Salesforce with DocuSign

Maximize your Salesforce investment and streamline your processes with the DocuSign Agreement Cloud. With our Salesforce applications, your team can prepare, sign, act on and manage contracts within Salesforce. Accelerate business workflows, reduce costs and elevate customer experiences directly where the work gets done.

Reduce risk

Eliminate tedious, manual tasks that may result in errors and increased risk.

Increase productivity

Automate workflows to help employees work more efficiently without leaving Salesforce.

ADMINS

The Salesforce Administrator certification is considered the baseline credential for any Admin.

CONSULTANTS

For consultants working the full project lifecycle of Sales Cloud implementations. Prove you can design, build and implement Sales Cloud functionality.

COMMERCE

B2C Commerce Developers​ have experience developing eCommerce solutions with Salesforce B2C Commerce Digital – including the Storefront Reference Architecture (SFRA) and various APIs.

ARCHITECTS

For the designers who assess the architecture environment and requirements, and designs sound, scalable, performant solutions on the Customer 360 platform.

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How Do I Ace The Exam?

  • Test-taking is stressful for lots of people. Even if you think you’ve got all the concepts for theSalesforce Certificationdown, you may dread the actual exam just because test-taking isn’t your thing. But you can manage your state of mind and put a success strategy in place to help you breeze right through exam day! 1. Stay calm and learn to manage...
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