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CLM for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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CLM for Salesforce

Agreement Lifecycle Management

Setting Up Discovery AI

You must configure the Discovery AI widgets on the Home page and the Agreement Detail page in CLM to import documents into the CLM application. After you set up the Discovery AI components in CLM, you must set up the Discovery AI application. For more information, see Configuring Discovery AI Widgets on the Agreement Detail Page.

Prerequisites

  • You have a Discovery AI license.
  • You have used the APTS_CCIImportAgreementStatusCategory admin entry to configure the visibility of the Intelligent Document Import button on the agreement detail page. For more information, see ​Admin Entries.​​
  • You have enabled the Enable Document Versioning and Enable Version Control comply system properties or the agreement is version-aware. For more information, see Comply System Properties.
  • You have configured the integration setting. For more information, see Configuring Integration Settings.
  • You have activated remote site settings (IntegrationSettingProd and IntegrationSettingSandbox), and CSP trusted sites (IntegrationSettingsProdURL and IntegrationSettingsSandboxURL). For more information, see Connecting to External APIs.
  • You have configured the Salesforce CORS configuration allowlist with the API URL as the origin URL pattern for the Discovery AI host. For more information, see Configure Salesforce CORS Allowlist.

Limitation

You can only use DOC, DOCX, and PDF file types to import documents.

Configuring Discovery AI Widgets on the Home Page

  1. From the Home page, click the Setup icon and select the Edit Page option.
  2. In the Components search box, enter CCIAdminContainer.
  3. Drag and drop the CCIAdminContainer component to any position on the Home page.
    Note:

    You must set component visibility for the CCIAdminContainer component only for administrators.

  4. In the Components search box, enter CCIUserContainer.
  5. Drag and drop the CCIUserContainer component to any position on the Home page.
  6. Click Save.
    The following screenshot displays the Discovery AI widgets (Discovery AI - Admin Actions and Discovery AI - Intelligent Document Import) on the Home page.


Configuring Discovery AI Widgets on the Agreement Detail Page

  1. Go to the Agreement Detail page.
  2. Click the Setup icon and select the Edit Page option.
  3. In the Components search box, enter CCIUserContainer.
  4. Drag and drop the CCIUserContainer component to any position on the Agreement Detail page.
  5. Click Save.

    The Discovery AI widget (Discovery AI - Document Actions) appears on the Agreement Detail page.



Administrator Guide
CLM

August 19, 2025