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  • Current: CLM (Conga Contracts for Salesforce) Product Guide
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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
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