To set up Obligation Management for Contracts for Salesforce, follow the steps below:

Prerequisite

Before setting up obligation management, you must have configured objects using the Automatic Configurator. 

Agreement Lifecycle Event Setup

After you've completed the prerequisite, you can further configure your objects using the Agreement Lifecycle Event configurator. 

  1. From Conga CLM setup, go to Agreement Lifecycle Setup > General
  2. Click Start Lifecycle Automatic Configuration
  3. Make your selections and click Run Setup

Create Lifecycle Events 

After the Agreement Lifecycle Event setup is complete, you can create or delete definitions for a Lifecycle Event

  1. From Conga CLM setup, go to Agreement Lifecycle Setup > General
  2. Under Lifecycle Events, click New
  3. Make your Object, Type, Field, and Value selections in the New Agreement Lifecycle Definition window. For example, the definition will activate the Contract object if the status field is set to Activated :
    • Object: Contracts
    • Field: Status
    • Type: Activation
    • Value: Activated 

Edit Lifecycle Events

You can edit Agreement Lifecycle Events after you've created definitions.

  1. From Conga CLM setup, go to Agreement Lifecycle Setup > General
  2. Under Lifecycle Events, click the pencil icon to the right of the definition you want to edit. 
  3. Make your changes to the definition.
  4. Click Save. 

Add Additional Fields

You can specify additional fields to include in Obligation Management. 

  • The additional field must already exist on the obligation and the managed obligation objects.
  • Only text and checkbox additional fields are currently supported. 
  1. From Conga CLM setup, go to Agreement Lifecycle Setup > General
  2. Under Additional Fields, click Add Additional Fields
  3. Select the additional field from the dropdown menu.
  4. Click Save.

Create a Primary Counterparty Lookup

You can create a lookup to an object that is the counterparty for your agreement. 

  1. From Conga CLM setup, go to Agreement Lifecycle Setup > Obligation Management 
  2. Click Set Lookup
  3. Select an Object 

  4. Select a Field

    For example, you can select the Agreement object and the Legal Entity field if the Legal Entity is your counterparty. 

  5. Click Save

Enable Obligation Management

  1. From Conga CLM setup, go to Agreement Lifecycle Setup > General
  2. Toggle the Enable Obligation Management button