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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

Creating a New Wizard Design

Deactivating a Wizard Design

You can deactivate an active wizard design when you do not want any new runtime wizards to be initiated by users for that particular design. Deactivating a wizard changes its state to Deactivated from which state the wizard can either be re-activated or retired.

To deactivate a wizard design
  1. Go to the Wizard Designs tab.
  2. Click Edit next to the active Wizard design you want to deactivate.
  3. Click Deactivate Wizard on the Wizard Properties screen.
  4. Click OK to confirm deactivation of the Wizard design.
    Tip: If you deactivate a Wizard design, any in-progress Wizards which have already been initiated by users will remain in-progress. These wizards can be completed as normal but no new wizards using the deactivated design can be initiated.
    The wizard design changes from Activated to Deactivated state.

After a wizard design has been deactivated, you can take the following actions from the Wizard Designs tab:

  • click Edit to review or reactivate the Wizard design.
  • click Retire to retire the wizard design.
Administrator Guide
CLM

June 3, 2025