- Overview
- Getting started with Adobe Acrobat
- Advanced tasks in Adobe Acrobat
- Work smarter with Acrobat and Microsoft 365
- Create, combine, and organize documents
- Edit and enhance
- Create and combine documents
- Edit documents with ease
- Work with forms
- Edit documents with ease
- Share and collaborate
- Optimize for use
- Securely share documents
- Send and sign documents electronically
- Automation
- Improve document collaboration and storage
- Go mobile
- Go mobile
- Configuration and Administration of Report Suites in Adobe Analytics
- Export and democratize Adobe Analytics data
- Report Suite General Settings
- Export reports from the User Interface
- Processing Rules
- Export reports from Data Warehouse
- Traffic Variables and Management
- Using Report Builder
- Conversion Variables
- Analytics dashboards
- Marketing Channels
- Data Feeds
- Activity Map
- Company Settings
- User Management
- Adobe Launch Fundamentals
- Guided Analytics Implementation
- Understand Analytics Concepts
- Create a Plan
- Begin your Implementation
- Implement Analytics with Launch
- Analytics Fundamentals for Leaders
- Adobe Customer Testimonials
- Highlights from Industry experts at Summit 2019
- Analytics Advanced Skills I
- Getting Started with Analysis Workspace
- Attributing Value to Digital Touch-points in the Customer Journey
- Freeform Tables, the Foundation of Analysis
- Filtering your data with custom segmentation and dates
- Implementing and Measuring Internal Site Search
- Using Visualizations to Tell your Data Stories
- Journey Analytics
- Building your project
- Customer Journey Visualizations
- Building New Freeform Tables
- Applying segments
- Preparation
- Visualization Basics
- Attribution IQ
- Defining Scope in Analytics
- Measuring Attribution
- Adding Data to Freeform Tables
- Segment Builder
- Implementation
- Visualization How-tos
- Curating & Sharing
- Saving, sharing, and collaborating
- Settings in Freeform Tables
- Date ranges & comparisons
- Measurement
- Visualization Settings
- Understanding How Data Gets Into your Project
- Working with Dates in Freeform Tables
- Visualization Tips and Use Cases
- Tips & tricks
- Increasing Productivity
- Use Cases in Freeform Tables
- Save Money and Optimize Customer Experience by Suppressing Ads to Converters
- Foundational Concepts
- Profile Merge Rules
- Building and Activating Segments
- Measuring Effectiveness
- Audience Manager Fundamentals for Business Users
- Understanding Real-time CDP for Audience Manager Users
- Introduction to Audience Manager
- Audience Segment Creation and Strategies
- Trait Creation and Management
- Creating and Managing Data Activation in Audience Manager
- Audience Manager Advanced Skills
- Data Ingestion in Real-time CDP
- The building blocks of Audience Manager
- Segment Creation
- Preparing for Trait Creation
- Destination Basics
- Using AI with Algorithmic Models
- Build and Manage Audiences in Real-time CDP
- Managing Segments
- Basic Trait Creation
- Audience Lab
- Understanding and Leveraging Profile Merge Rules
- Destinations in Real-time CDP
- Segment Strategies
- Bulk Management of Traits
- People-Based Destinations
- Buying and Selling on the Audience Marketplace
- Governance in Real-time CDP
- Activating Segments
- Data Explorer
- Using Audience Manager Reports
- Customer Tips & Tricks
- Reporting on Traits
- Integrating with Solutions in the Experience Cloud
- Learn how to efficiently manage your Campaign Classic instances with the Control Panel
- Learn how to efficiently manage your Campaign Standard instances with the Control Panel
- Enhance your email delivery with Experience Manager content
- Getting started with the Control Panel
- Getting started with the Control Panel
- Configure Campaign for Experience Manager Integration
- SFTP Management
- SFTP Management
- Create a Campaign delivery with content from AEM
- Manage subdomains and certificates
- Manage subdomains and certificates
- Managing instance settings
- Managing instance settings
- Monitoring instance performance
- Monitoring instance performance
- Getting started with Adobe Campaign Classic for Business Users
- Deliverability Best Practices for Campaign Classic
- Getting Started with Adobe Campaign Standard for Business Users
- Building advanced campaigns with Adobe Campaign Classic for Business Users
- Integrate Campaign Standard with Analytics to optimize your email marketing
- Building advanced campaigns with Adobe Campaign V8 for Business Users
- Getting started with Adobe Campaign V8 for Business Users
- Enhance Delivery Workflows with External Data
- Integrate Adobe Campaign with Adobe Experience Platform
- Introduction to Adobe Campaign Classic
- Metrics for deliverability
- Create and manage profiles and audiences
- Configure and execute campaigns
- Track the success of your deliveries in Analytics
- Configure and execute campaigns
- Introduction to Adobe Campaign V8
- Setup SOAP APIs
- Ingest Experience Platform Data into Adobe Campaign
- Install and Access Adobe Campaign Client
- Engagement
- Create and send email deliveries
- Build advanced deliveries and manage subscriptions
- Trigger re-marketing messages based on site activity
- Build advanced deliveries and manage subscriptions
- Install and navigate the Adobe Campaign client and use key features.
- Create an Article Alert Delivery Using External Data
- Export Campaign Logs into Experience Platform
- Targeting in Adobe Campaign
- Transition process - Switching email platforms
- Creating Mobile Deliveries
- Configure and execute multi-channel and cross-channel campaigns
- Configure and execute multi-channel and cross-channel campaigns
- Targeting in Adobe Campaign
- Create and manage email deliveries
- Setting up your email program for deliverability
- Direct Mail and Subscription Management
- Create and manage email deliveries
- Measuring Results
- Getting Started with Customer Journey Analytics for Administrators
- Bringing data into Customer Journey Analytics
- Configuring Data Views
- Migration Tips
- Getting Started with Customer Journey Analytics for Data Engineers
- Understanding the Basics
- Preparing Data
- Getting Started with Customer Journey Analytics for Users
- Understanding the Basics
- Data and Visualizations
- Defining Scope
- Customizing Data
- Driving Customer-Centric Experiences with Adobe’s Data-Driven Operating Model
- Learn about the Adobe Data-Driven Object Model (DDOM)
- Adobe Experience Cloud Industry & Leader Insights
- GDPR Business Essentials
- Becoming an Experience Business
- Configure Administrative Access to Experience Manager
- Configuring AEM Assets for Administrators
- Planning your Move to AEM as a Cloud Service
- Set up users, user groups and product profiles in Admin Console
- Content set up
- Understanding Cloud Acceleration Manager
- Set up groups and permissions in AEM
- Metadata set up
- Implementation Phases
- Asset processing set up
- AEM Modernization Tools
- Search set up
- AEM Sites for Architects
- AEM Back-end Developer Fundamentals
- Cloud Manager Fundamentals for Developers
- AEM Front-end Developer Fundamentals
- AEM Sites for Performance Testers
- AEM Sites for Quality Engineers
- AEM Screens Fundamentals for Developers
- Authenticating to AEM as a Cloud Service from an external application
- Create Custom Asset Renditions by Extending Asset Compute Microservices
- How to add commerce capabilities to your AEM Site
- Prefilling adaptive forms using the form data model
- Headless content management using GraphQL APIs
- Analyze page activity using Adobe Analytics and Adobe Experience Manager
- Personalize experiences with AEM and Adobe Target
- Getting started with AEM SPA Editor for developers
- Integrating AEM Forms and Adobe Sign
- Getting Started with AEM Sites for Developers
- Creating a review workflow in AEM Forms
- Create an Adaptive Form
- Creating interactive communication document for the print channel
- Enable users to fill the same form across multiple devices
- Fill and Sign multiple forms in a mortgage application
- Getting Started with HTML5 Forms for Developers
- Create an Adaptive Form in Experience Manager Forms Cloud Service
- Moving to Adobe Experience Manager as a Cloud Service
- Use Document Cloud API in AEM Forms
- Creative Operations using AEM Assets Content Automation
- Integrate AEM Forms CS with Azure portal storage account
- Integrate Experience Manager Forms Cloud Service with Salesforce
- Enable editing in a remote SPA using AEM SPA Editor
- Learn to use Forms as a Cloud Service document generation micro-services
- Caching and Performance Management in AEM
- Using token-based authentication to access AEM over HTTP
- Extending Asset Compute set up
- Introduction to the AEM Commerce Architecture
- Prefill adaptive forms
- AEM Headless and GraphQL hands-on tutorial
- Integrate Experience Platform Launch
- Setup Adobe Target Cloud Service
- SPA Editor Basics
- Integrate AEM Forms with Adobe Sign
- The Basics
- Create a workflow to review submitted data
- Create an adaptive form template
- Create and set up a data source
- Create Data Source backed by MySQL Database
- Create a MySql database to store the signature status of the forms
- Creating your first HTML5/Mobile form
- Create an adaptive form theme
- Onboarding to AEM as a Cloud Service
- Create an Adobe I/O project
- AEM Assets Creative Cloud Operations
- Create Azure portal backed Form Data Model
- Create a connected app
- Configure AEM to support remote SPA editing
- Get Service Credentials
- AEM Fluid Experiences
- Develop an Asset Compute worker
- Getting Started with AEM Commerce Projects
- Getting Started with AEM Headless and GraphQL
- Adobe Client Data Layer
- Personalization using Experience Fragments
- Develop your first Angular SPA in AEM
- Send a document for signatures using AEM workflow
- Underlying Technology
- Create adaptive form fragments
- Build the print channel document
- Store form data and attachments
- Create OSGi services
- Create an adaptive form template
- Modernizing your AEM applications
- Create the integration between Document Cloud and AEM Forms
- Store submitted data in Azure storage
- Create data integration between Adobe Experience Manager Forms as Cloud Service and Salesforce
- Configure the remote SPA to support editing in AEM SPA Editor
- Preparation for token-based authentication
- Multi-Lingual Support in AEM
- Test and Debug Asset Compute workers
- Customize CIF Core Components
- Integrating Adobe Analytics
- Personalization using Visual Experience Composer
- Develop your first React SPA in AEM
- Forms fill and sign use cases
- Local Development Environment
- Build your first adaptive form
- Generate Print Channel Documents
- Create client libraries
- Create appropriate workflows to meet the use case
- Create adaptive form fragments
- Configuring AEM as a Cloud Service
- Implement custom process step
- Using the prefill service of the form data model
- Test the salesforce integration
- Prepare to call the AEM API with the access token as a Bearer Authentication token
- Developing OSGi Services for AEM
- Deploying Asset Compute workers
- Advanced CIF Configurations
- Personalization of Full web page Experience
- Using Automated Forms Conversion Service(AFCS) with AEM forms
- Create your first website - WKND Tutorial
- Integrate AEM Forms with the third party system to confirm users identity using a one-time password
- Create Adaptive forms
- Build your first adaptive form
- Migrating Content to AEM as a Cloud Service
- Search and retrieve data from Azure storage account
- Leverage XDP templates with AEM Forms and Sign Integration
- Create the adaptive forms to demonstrate the use case
- Test the solution
- Create workflow Model
- Troubleshooting AEM as a Cloud Service
- Get the use case working on your local system
- Guided Onboarding for Deployment Leaders
- AEM Industry & Leader Insights
- Fill and sign AEM Forms using Adobe Sign
- Industry & Leader Insights
- Integrate Forms CS and Adobe Sign
- Create an adaptive form for a single signer use case
- AEM Forms Personalization
- AEM Assets Skill Builder
- AEM Assets Brand Portal Fundamentals for Business Users
- AEM Cloud Manager Skill Builder
- Dynamic Media Fundamentals for Business Users
- Dynamic Media Classic Fundamentals for Business Users
- AEM Forms Skill Builder
- AEM Forms Fundamentals for Business Users
- AEM Sites Advanced Authoring
- AEM Sites Skill Builder
- Getting started with Adobe Asset Link for Business Users
- Getting Started with AEM Assets for Business Users
- Deliver personalized experience to AEM Site users using Adobe Target
- Getting started with Multi-Site Management for Business Users
- Getting Started with AEM Sites for Business Users
- Create your first website in Adobe Experience Manager as a Cloud Service
- Managing creative workflows using Workfront and Assets Essentials
- Getting started with AEM Assets Essentials
- Get Started with AEM Guides
- Output generation with Adobe Experience Manager Guides (formerly XML Documentation for Adobe Experience Manager)
- Do More with AEM Assets Dynamic Media Classic
- Do More with AEM Forms
- Basic Asset Operations
- Collaboration
- Personalization using Experience Fragments
- Live Copy
- Authoring Basics
- Getting Started with AEM Sites - quick site creation
- Configuring the Integration
- Provisioning Assets Essentials
- Understanding the Experience Manager User Interface
- Understand and use the Map Dashboard
- Advanced Asset Operations
- Search and Discovery
- Personalization using Visual Experience Composer
- Language Copy and Translation
- Authoring Features
- Using Workfront and Assets Essentials
- Using Assets Essentials
- Creating and Structuring Content
- Troubleshooting, bulk publishing, and activation
- Asset Use
- Personalization of Full web page Experience
- Create a site
- Publishing and Managing
- Authoring Content
- Recap of output generation with Adobe Experience Manager Guides (formerly XML Documentation for Adobe Experience Manager)
- Publishing Default Output
- Recap of Getting Started with Adobe Experience Manager Guides (formerly XML Documentation for Adobe Experience Manager)
- Platform Administration
- Getting started with Real-Time CDP for Admins
- Access Control in Experience Platform
- Overview and Background
- Access Control in Experience Platform
- Segment Match
- Connecting to Destinations in Real-time CDP
- Data Ingestion for Data Engineers
- Getting Started with Adobe Experience Platform for Data Architects
- Getting Started with Adobe Experience Platform for Data Engineers
- Getting Started with Adobe Experience Platform Data Governance
- Create Dashboards Using Query Service
- Getting Started with Query Service for Data Engineers
- Model Your Customer Experience Data with XDM
- Sources
- Environment Fundamentals
- Environment Fundamentals
- Configure Data Governance
- Basic operations
- Basic operations
- Prepare your data model for XDM
- Data Monitoring
- XDM Schemas
- XDM Schemas
- Connect Client to Query Service
- Build your data model
- Identity, Datasets and Profile
- Identity, Datasets and Real-time Customer Profile
- Maintain your data model
- Batch Data Ingestion
- Batch Data Ingestion
- Merge Policies
- Streaming Data Ingestion with Web SDK
- Data governance
- Query Service
- Query Service
- Segments
- Getting Started with Intelligent Services for Marketers
- Getting started with decision management for marketers
- Introduction to Adobe Experience Platform
- Getting Started with Data Science Workspace for Data Scientists
- Getting started with Privacy Service in Adobe Experience Platform
- Getting Started with Real-time CDP for Marketers
- Getting started with Real-time CDP, B2B Edition for marketers
- Customer AI
- Building Blocks
- Load, query, and explore data in JupyterLab
- Auditing and collecting personal data
- Overview and Background
- Ingest your B2B data
- Attribution AI
- Offers and Collections
- Create a model in JupyterLab
- Privacy requests
- Profiles and Segmentation
- Activate your B2B data
- Decisions and delivery
- Use Data Science Workspace to train and score a model
- Customer AI
- Consume and deliver Data Science Insights
- Destinations
- Governance
- Dashboards and Monitoring
- Configure Journey Optimizer for Journey Administrators
- Introduction to Journey Optimizer
- Set up access
- Set up email channel
- Set up journeys
- Get started with Journey Optimizer for Journey Administrators and Managers
- Configure and Manage Data in Journey Optimizer for Data Engineers
- Introduction to Journey Optimizer
- Introduction to Journey Optimizer
- Create segments
- Set up data
- Create email messages
- Set up journeys
- Personalize content
- Create journeys
- Live and global reports
- Getting Started with Journey Orchestration for Administrators
- Prerequisite Knowledge
- How to Configure a Journey
- How to Create, Publish, and Analyze a Journey
- Getting Started with Journey Orchestration for Business Users
- Introduction to Journey Orchestration
- How to Create, Publish, and Analyze a Journey
- Advanced Tasks for Administrators
- Getting Started with Adobe Sign for Administrators
- Global and Bio-Pharma Account Settings
- Getting Started with Adobe Sign for Administrators
- Sharing Account Access
- Creating a Report
- Adobe Sign Text Tagging
- Set Up a Web Form
- Collect Signatures in Bulk
- Building a Custom Workflow
- Getting Started with Adobe Sign
- Using Adobe Sign Inside Microsoft Apps
- Advanced Tasks for Users
- Accelerate sales cycles with Adobe Sign for Salesforce and Marketo
- Accelerate sales cycles with Adobe Sign for Microsoft Dynamics and Marketo
- Introduction to Adobe Sign
- Working in Outlook
- Modifying Signature Transactions
- Syncing data
- Syncing data
- Sending Documents for Signature
- Working in SharePoint
- Managing Document Templates
- Sending notifications
- Sending notifications
- Managing and Tracking Documents
- Working in Microsoft Teams
- Set Up a Web Form
- Sending reminders
- Sending reminders
- Creating a Document Template
- Collect Signatures in Bulk
- Adobe Sign Text Tagging
- Guided Mobile and IoT Launch for Developers
- Guided Website Launch for Developers
- Mobile App Implementation and Personalization
- Getting Started with Adobe Target Implementation for Developers
- Case Study: Drive Mobile App Personalization
- Introduction to Administration
- Improve Mobile App Onboarding
- Implementation Fundamentals
- Case Study: Improve Mobile App User Experience
- Target Integration Overview
- Troubleshooting Fundamentals
- Target Fundamentals for Leaders
- Target Fundamentals for Business Users
- Get to Value with Adobe Target
- Target Fundamentals for Business Users - Recommendations
- Target Advanced Skills I
- Get started with Workfront for system administrators
- Create and manage custom forms
- Further your system settings knowledge for System Administrators
- Workfront Proof - administration and setup
- Create, edit, and manage users
- Create, share, and edit custom forms
- Organize users into Teams, Groups, and Companies
- Setup options
- Setup and manage email and in-app notifications
- Create and gather unique information through a Custom Form
- Customization and reporting
- Customize the user experience with layout templates
- Enhance the user experience
- Proof workflows
- Automated workflows
- Create calculated fields in custom forms
- Workfront Proof - review and approve work
- View and compare resources in the Resource Planner
- Get strategic with the Scenario Planner
- View and manage resources with the Workload Balancer
- Get started with calculated expressions and their structure
- What is proofing?
- View and compare resources
- Scenario Planner overview and how to access
- Find the Workload Balancer
- Date and time mathematical expressions
- Track proofs
- Create plans in the Scenario Planner
- Filter, view, and assign work in the Workload Balancer
- Text expressions
- Review proofs
- Create initiatives and make adjustments
- Things to know about expressions
- Approve proofs
- Workfront for Collaborators
- Get started with Workfront for Planners
- Basic Reporting Elements
- Request queue management
- Get Started with Workfront for Workers
- Manage and close a project
- Workfront Proof - upload proofs
- Create intermediate filters
- Request queues for users
- Further understanding of managing work as a planner
- Create custom reports and dashboards
- Create a custom calendar
- Make and update requests
- Create a project
- Reporting elements and components
- How to create and manage request queues
- Find and manage work
- Manage a Project
- Upload a proof
- Wildcards
- The basics of requests
- Project templates
- Create a simple report
- Understand the calendar interface
- Review work with Workfront
- Plan a project
- Create a basic grouping
- Update your work
- Close a Project
- Proof versions
- OR filters
- How to create and use approval processes
- Create a task report
- Create a custom calendar
- Create a basic view
- Complete work
- Built-in project, task, and issue filters
- How to create and use milestones
- Create reports with charts
- Understand additional calendar options
- Create a basic filter
- Understand basic text mode for filters
- How to work with issues
- Create a matrix report
- Your turn to create a calendar
- Create custom prompts
- Project timelines
- Create dashboards
- Send and share reports
- Understand report settings
Accelerate sales cycles with Adobe Sign for Salesforce and Marketo
Last Updated: June 15, 2022
Acrobat Sign | User | Intermediate
Course Description
Learn how to nurture customers, drive engagement, and accelerate sales cycles with the Adobe Sign for Salesforce and Marketo integration. This course shows how use document status information (i.e., unsigned agreements) to trigger automated notifications and reminders for your campaigns.
What you’ll learn
- How to keep your data in sync
- How to automate notifications based on document status information
- How to send reminders based on document status information
Let’s get learning.
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