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CLM for Salesforce

Agreement Lifecycle Management

Activating an Agreement

After the agreement is finalized and signed between the engaged parties, you can activate the agreement to bring it into effect. Activating an agreement record is very important because it ensures that key dates and events will be monitored by the system and that all in-effect agreements are included in appropriate searches, reports, and views. As a part of the activation sequence, CLM ensures that your organization has identified and attached the proper, final executed version of the agreement. You can select and activate documents of type DOC, DOCX, RTF, PDF, and all file types that the Salesforce platform supports.

You can publish documents to different content repositories according to the APTS_ContentRepositoryType admin entry configuration.

Restrictions

  • You cannot deselect executed documents during activation.
  • When the combined size of documents exceeds 5 MB during activation and the APTS_ContentRepositoryType admin entry value is set to Document, you encounter an error. If you need to activate an agreement with large files, ensure that the APTS_ContentRepositoryType admin entry value is set to none, content, or chatter.

Activating an Agreement in Salesforce Classic

  • Review cycles for the agreement are not in progress.
  • You must have an existing reviewed and signed agreement document.
  • The agreement record's status category is In Signatures or In Filing.
  • The classic activation email template is configured. For more information, see Editing Classic Email Templates.
  • You have configured the APTS_AgreementDocumentActivateMaxFileSize admin entry to upload documents of size more than 5 MB. For more information, see APTS_AgreementDocumentActivateMaxFileSize.
  • You have configured the APTS_AutoContentSearchable admin entry to "true". For more information, see APTS_AutoContentSearchable .

  • You have configured the admin entries related to document selection for activation. For more information, see Control Document Activation

To activate an agreement in Salesforce Classic
  1. On the Agreement detail page, from the Agreement Actions section, click Activate.
  2. The executed document is automatically selected for activation and displayed under Executed Documents section. Other documents associated with the agreement record are displayed under Select Document section. Select the documents in addition to the executed documents for agreement activation. Click Next.
  3. Select the files which are not required now and should be removed from the agreement after agreement activation. Click Next.
  4. Review the documents selected for activation, for content search and for removal from the agreement. Click Activate.
    This displays the Activate Agreement pop-up.
  5. (Optional) Turn on the Notify others toggle to notify other stakeholders. Enter the users, contact, or email addresses of the stakeholders in the To field.
    Note: An email is sent to you after the agreement is activated irrespective of whether the Notify others toggle is on or off. The email subject and body are read-only fields, but your administrator can change the email template from the classic email templates. For more information, see Editing Classic Email Templates.
  6. Documents selected for activation are attached to the activation notification email by default. The documents in the Attach documents to email section are displayed as selected or de-selected depending on the configuration of APTS_DeSelectAttachDocumentsToEmailForActivation admin entry. For more information, see APTS_DeSelectAttachDocumentsToEmailForActivation. You are allowed to change the selection for the checkboxes depending on the configuration of APTS_ReadOnlyAttachDocumentsToEmailForActivation admin entry.
  7. Click Activate.
    Note: When the APTS_RestrictEmailToCurrentUserOnActivate admin entry is set to true, the agreement activation email notification is not sent to the current user.
    An email is sent to you after the agreement is activated. The status category changes to In Effect and the status changes to Activated. Depending on the admin entries configured and depending on the document selection for activation and document selection for removal from the agreement, the documents are moved to relevant agreement related tabs. For more information, see Configure Activation Settings

    The activated agreement record can now be amended or renewed or terminated or expired.

If you activate an agreement containing documents larger than 25 MB, you will see an intermittent Status Category | Status—In Effect | Being Activated. After the agreement activation is processed, Status Category | Status changes to In Effect | Activated.

Activating an Agreement in Salesforce Lightning

  • Review cycles for the agreement are not in progress.
  • You must have an existing reviewed and signed agreement document.
  • The agreement record's status category is In Signatures or In Filing.
  • The APTS_AgreementDocumentActivateMaxFileSize admin entry to upload documents of size more than 5 MB is configured. For more information, see APTS_AgreementDocumentActivateMaxFileSize.
  • The admin entries related to selection of documents for publishing are configured. For information, see Control Document Activation
To activate an agreement in Salesforce Lightning
  1. On the Agreement detail page, from the Agreement Actions section, click Activate.
  2. (Optional) Select the documents that you need in the activated agreement. The Publish option is toggled off if you deselect a document and you cannot toggle it on. You can toggle the Publish option off for a document without deselecting the document if you do not want to publish the document.
    Note: You can use the Publish All toggle to turn on or turn off the publish toggle for all documents.
  3. Click Activate.
    This displays the Activate Agreement pop-up.
  4. (Optional) Turn on the Notify others toggle to notify other stakeholders. Enter the users, contact, or email addresses of the stakeholders in the To field.
    Note: An email is sent to you after the agreement is activated irrespective of whether the Notify others toggle is on or off. The email subject and body are read-only fields, but your administrator can change the email template from the classic email templates. For more information, see Editing Classic Email Templates.
  5. Documents selected for activation are attached to the activation notification email by default. The documents in the Attach documents to email section are displayed as selected or deselected depending on the configuration of APTS_DeSelectAttachDocumentsToEmailForActivation admin entry. For more information, see APTS_DeSelectAttachDocumentsToEmailForActivation. You are allowed to change the selection for the checkboxes depending on the configuration of APTS_ReadOnlyAttachDocumentsToEmailForActivation admin entry. For more information, see APTS_ReadOnlyAttachDocumentsToEmailForActivation
  6. Click Activate.
    Note: When the APTS_RestrictEmailToCurrentUserOnActivate admin entry is set to true, the agreement activation email notification is not sent to the current user. For more information, see APTS_RestrictEmailToCurrentUserOnActivate

An email is sent to you after the agreement is activated. The status category changes to In Effect and the status changes to Activated. Depending on the admin entries configured and depending on the document selection for activation and document selection for removal from the agreement, the documents are moved to relevant agreement related tabs. For more information, see Configure Activation Settings.

The activated agreement record can now be amended or renewed or terminated or expired.

If you activate an agreement containing documents larger than 25 MB, you will see an intermittent Status Category | Status—In Effect | Being Activated. After the agreement activation is processed, Status Category | Status changes to In Effect | Activated.
User Guide
CLM

July 15, 2025