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  • Current: Installing CLM (Conga Contracts for Salesforce)
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Installing CLM (Conga Contracts for Salesforce)

Conga Contracts must be set up by a member of the Conga Services team or a certified partner. Please contact your Conga Services team member or certified partner. Please submit a case to our on-boarding team if you have any other questions.

If you already have a version of Contracts for Salesforce installed, see: Upgrading Contracts for Salesforce.

Conga Contracts for Salesforce Technical Requirements
Permissions Needed for Conga Contracts for Salesforce
What's in the Contracts for Salesforce Package?
License Provisioning Tips
Setup Conga Contracts for Salesforce
Add Send for Negotiation Button to Standard or Custom Objects
Add View Redlines Button to Standard or Custom Objects
Disabling Send with Conga Sign
Add Select Primary Document Button to Standard or Custom Objects
Add Contract Families to Page Layout
Add Select Clause Bundle on Standard or Custom Salesforce Objects
Using the Automatic Configurator
Searching Clause Bundles
Add Contract Status Bar to Page Layout
Add Additional Message to Negotiation Email Template
Connecting Conga Contracts for Salesforce to EU and APAC databases
Create a Custom Setting to Enable or Disable the Duplicate Sort Order Trigger
Create Manage Clauses Button on the Managed Clauses Object
Modify Page Layout to Use with Conga Contracts for Salesforce

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