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CLM (Contracts for Salesforce) for Administrators
With the Conga CLM (Contracts for Salesforce) Guide you can setup your organization for contract lifecycle management.
Topic | Description |
---|---|
What's Covered | This guide covers functionality available to Administrators. |
Primary Audience | Conga CLM (Contracts for Salesforce) Administrators |
IT Environment | Refer to the latest Release Notes for information on System Requirements and Supported Platforms. |
Other Resources | X-Author for Contracts for Users: Refer to this guide for user setup of documentation generation using MergeService and X-Author for Contracts. |
This guide describes the following tasks:
- Installing and Configuring Conga CLM (Contracts for Salesforce)
- Setting up Permissions and Licenses
- Setting up the Clause Library
- Migrating from a Sandbox to Production
Select one of the following topics for more information: