CLM (Contracts for Salesforce) CLM (Contracts for Salesforce) for Users Current: Creating a MSA Contract Request PDF Download PDF Download page Creating a MSA Contract Request. Current page All pages Creating a MSA Contract Request If your Salesforce Administrator has set up the MSA for Sales Cloud Quickstart, you can create a MSA contract request using the following steps. To Create a MSA Contract RequestNavigate to an Account record in SalesforceClick the MSA Contract Request buttonFill out the fields. The account is automatically selected. The Type, Status, and Agreement type are pre-filled but can be changed. Click Finish.Click on the dropdown arrow in the upper right menu and click Select Clause BundleSelect MSA Terms and ConditionsClick SaveClick the Conga Contracts for SalesforceMSASolution buttonClick Allow if prompted to allow access for Conga ComposerAfter the merge completes, you are redirected to the Contract Agreement record and can view your merged document under Files. You can also use these same steps to create a MSA contract request on an Opportunity record instead of an Account record. ×