CLM (Contracts for Salesforce) Implementation Process

Introduction

The purpose of the Contracts for Salesforce Implementation guide is to assist you with the initial set up, installation, and configuration of Contracts for Salesforce. Once that is complete, there are sections detailing how to integrate and configure the various available product integrations. 

About CLM (Contracts for Salesforce)

Conga CLM (Contracts for Salesforce) streamlines and accelerates contract negotiations so you can close deals faster — all without leaving Salesforce. With it you can send contracts directly from Salesforce, compare versions, sync data back to Salesforce, and keep a complete contract history. For more information, see our expanded About Conga CLM (Contracts for Salesforce) topic. 

System Requirements

To get started, ensure that you meet all the technical requirements for Contracts for Salesforce. 

• Conga Contracts for Salesforce Technical Requirements

Installing Contracts for Salesforce

Next, begin your installation by following the steps provided in our installation documentation. 

• Installing CLM (Conga Contracts for Salesforce)

Setting Up Contracts for Salesforce

This section will guide you through setting up Contracts for Salesforce with information on how to set up and configure your Clause Library, what objects are available for configuration, and how to configure a word template solution. 

• Clause Library for Conga Contracts for Salesforce
• CLM (Conga Contracts for Salesforce) Contract Agreement Object
• Configuring a CLM (Conga Contracts for Salesforce) Word Template Solution

Integrating with Conga Contracts and CLMU

You can integrate Conga Contracts for Salesforce with Conga Contracts through CLMU, our Conga platform suite. Documents you create in Contracts for Salesforce are stored in Conga Contracts, and your data is synced between both systems.

• Configuring Contracts for Salesforce and Conga Contracts
• Configuring Suite settings
• Set Up Conga Contracts with Conga Contracts Quickstart
• Installing and Configuring the Quickstart

Integrating with Conga Composer

Conga Composer provides document generation for Contracts for Salesforce. 

• Generating Documents for CLM (Conga Contracts for Salesforce) with Composer

  

  See Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate for a detailed example of how to integrate Contracts for Salesforce with Conga Composer and Conga Orchestrate. 

Integrating with Conga Orchestrate

Conga Orchestrate allows you to work with Contracts for Salesforce and other integrated products to created automated solutions. 

• Using Conga Orchestrate to Automatically Select Clauses in Contracts for Salesforce

  

  See Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate for a detailed example of how to integrate Contracts for Salesforce with Conga Composer and Conga Orchestrate. 

Integrating with Conga Sign

Conga Sign is an eSignature option for Contracts for Salesforce. 

• Configure Conga Sign
• Add Sign Button and Transactions Related List to the Page Layout
• Add a Conga Sign Button to a Page Layout Manually

Integrating with Online Contract Collaboration

You can integrate with Online Contract Collaboration to enhance your document collaboration options available with Contracts for Salesforce. 

• Setting up Conga CLM (Contracts for Salesforce) for use with Online Contract Collaboration
• Opening and Editing Documents using Online Contract Collaboration

Integrating with Conga Contract Intelligence

The Conga Contract Intelligence integration enables you to use artificial intelligence to import and extract terms, fields, and clauses from your contracts.

• Integrating with Conga Contract Intelligence
• Using Contract Intelligence for CLM (Contracts for Salesforce)

Migrating CFS Definitions

You can migrate definitions you create in your Sandbox Org to a Production Org. 

• Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs