CLM (Conga Contracts for Salesforce) Product Guide

Conga Contracts for Salesforce Product Guide.

Learn Contracts for Salesforce Basics

• About Contracts for Salesforce
• What's in the Managed Package?

Setup Contracts for Salesforce

• Permissions Needed to Use Contracts for Salesforce
• Setup Contracts for Salesforce

When using a Salesforce Object other than Contract (Exist on the Contracts Object):

• Add Send for Negotiation Button

When using a Salesforce Object other than Contract (Exist on the Contracts Object):

• Add Send for Negotiation Button
• Add View Redlines Button
• Add Select Primary Document Button
• Add Select Clause Bundle Button

• Configure Business Edition

  • Add Contract Families

  • Add Contract Status Bar

  • Overview of the Clause Library

  • Create Clause Types

  • Create Clauses

  • Create Clause Bundles

  • Understand Managed Clauses

  • Create Manage Clauses Button

Configure Document Generation Solutions for Contracts for Salesforce

Conga Composer

• Overview of Composer Doc Gen Buttons for Contracts for Salesforce
• Create Composer Document Generation Button for Contracts for Salesforce
• Create Composer Button to Execute Final Document for Contracts for Salesforce

Salesforce CPQ

• Configure Salesforce CPQ for use with Contracts for Salesforce

Use Contracts for Salesforce

• Contracts for Salesforce End-user Process with Composer Document Generation
• Contracts for Salesforce End-User Process with Salesforce CPQ Document Generation
• View Redlines and True-Up
• Clause Playbook Overview
• Capture
• Third Party Contracts

Troubleshooting Contracts for Salesforce

• Troubleshoot Contracts for Salesforce