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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

Configuring the CLM User Interface

Translating X-Author for Contracts User Interface

X-Author Contracts supports data translation to multiple languages. This allows you to use X-Author for Contracts in your native language. You need to configure Contract Management to view X-Author for Contracts in your native language. To view X-Author for Contracts in your native language, you need to configure locale related settings in Contract Management. You need to change the locale settings in Contract Management and translate labels of Visualforce pages that are used in X-Author for Contracts. You also need to translate the XML resource file and upload it to the required locale. You can use default locales available in Contract Management or add a custom locale.

Changing Locale Settings

To change locale settings
  1. Go to Setup > My Personal Information > Edit your personal information > Edit.
  2. Navigate to the Locale Settings section and update the following fields according to your translation requirement.
    1. Time Zone
    2. Locale
    3. Language
    4. Currency
  3. Click Save.
You can now view all the Salesforce objects in the language you selected.

Setting Up Language Translation

To set up language translation
  1. Go to Setup > Translation Workbench > Translation Language Settings.
  2. Click Add.
  3. In the Language Translation Edit page, select a language from the Language dropdown.
  4. To permit few users to edit translations, move those usernames from the Available List to Selected List.
    Note: Ensure that the language is active.
  5. Click Save.
  6. Go to Setup > Develop > Visualforce Pages.
  7. Select a Visualforce page.
  8. In the Visualforce Markup section, search for the word Label and make a note of all the labels on the page.
  9. Repeat the above step for all the following Visualforce pages.

    The labels in the following Visualforce pages must be translated as they are used in the X-Author for Contracts.

    • CreateTemplateSO
    • UpdateTemplateSO
    • CreateTemplateClauseSO
    • UpdateTemplateClauseSO
    • SelectTemplateForCheckout
    • SelectTemplateForLoad
    • SelectLibraryComponent
    • SelectMergeField
    • CreateMergeCondition
    • CreateMergeDataSet
    • CompareTemplateVersions
    • BrowseAttachments
    • CreateOfflineAgreement
    • BrowseTemplates
    • BrowseAgreements
    • DocumentFinder
    • AddProducts
    • BrowseGroups
    • BrowsePeople
    • ChatterPage
    • ChatterUserPage

Translating Custom Labels

To translate custom labels
  1. Go to Setup > Create > Custom Labels.
  2. Select one of the labels.
  3. In the Custom Label Detail page, click New Local Translations / Overrides.
  4. Select the localization language.
  5. In the Translation field, enter the translation text for that label.
  6. Click Save.

Translating Custom Fields

To translate custom fields
  1. Go to Setup > Translation Workbench > Translate.
  2. In the Select the filter criteria section, select the following options:
    1. Language: Select localization language
    2. Setup Component : Custom Field
    3. Object: Agreement
    4. Aspect: Field Label
  3. In the Field Label Translation column, double-click on the field space next to a field to translate available in the Master Field Label column.
  4. Click Save.

Downloading the Resource File

To download the resource file
  1. Navigate to the Locale tab.
  2. Click the English (United States) hyperlink.This displays the Template Locale Detail page.
  3. In the Files section, click the Download hyperlink.
    The XAResource.resx file is downloaded to your system.
  4. Open the file and translate the UI text into your local language.
    Note: Do not rename the XAResource.resx file (resource file).

Uploading the Updated Resource File

To upload the updated resource file
  1. Navigate to the Locale tab.
  2. Click the <locale name> hyperlink.This displays the Template Locale Detail page.
  3. In the Files section, click Upload Files and select the updated XAResource file from your system.
  4. Click Close on the Upload to <locale name> window. When you open X-Author for Contracts, you can view the UI in your local language.
    Note: Tto update the resource file, ensure that you delete the existing resource file and upload the updated resource file. If no resource file is available for the locale you have selected in Salesforce, the default English (United States) is used to display the content in X-Author for Contracts.

Use Case: Translating X-Author for Contracts User Interface

This use case describes how to translate the X-Author for Contracts user interface from English (United States) to Spanish. You might use this functionality differently, depending on your localization language. For more information about the functionality, see Translating X-Author for Contracts User Interface.

To translate the X-Author Contracts user interface to Spanish
  1. Go to Setup > My Personal Information > Edit your personal information > Edit.
  2. Navigate to the Locale Settings section and select the following options.


  3. Click Save.
    You can now view all the Salesforce objects in the language you selected.
  4. Go to Setup > Translation Workbench > Translation Language Settings and click Add.
  5. In the Language Translation Edit page, select Espanol from the Language dropdown.
  6. To permit few users to edit translations, move those user names from the Available List to Selected List.


  7. Click Save.
  8. Go to Setup > Develop > Visualforce Pages.
  9. Click the DocumentFinder hyperlink.
  10. Search for the word Label and make a note of the LoadingPage label.

    Only one label is considered in this demonstration. You need to configure all the labels for the visualforce pages mentioned in the Translating X-Author Contracts User Interface.



  11. Go to Setup > Create > Custom Labels.
  12. Click the LoadingPage hyperlink.
  13. In the Custom Label Detail page, click New Local Translations / Overrides.
  14. Select the localization language and enter the translation text for the label.When a page loads in X-Author Contracts, the loading page label is displayed in Spanish.


  15. Click Save.
  16. Go to Setup > Translation Workbench > Translate.
  17. In the Select the filter criteria section, select the following options:
  18. In the Field Label Translation column, double-click on the field space next to a field you need to translate available in the Master Field Label column.When you view agreement object fields in X-Author Contracts after translation, you can view the field names in Spanish.


  19. Click Save.
  20. Navigate to the Locale tab.
  21. Click the English (United States) hyperlink.
    This displays the Template Locale Detail page.
  22. In the Files section, click the Download hyperlink.
    The XAResource.resx file is downloaded to your system.
  23. Open the file and translate the UI text into your local language.Before translation:


    After translation:



  24. Navigate to the Locale tab.
  25. Click the Spanish hyperlink.
    This displays the Template Locale Detail page.
  26. In the Files section, click Upload Files and select the updated XAResource.resx file from your system.
  27. After the resource file is uploaded, click Close on the Upload to Spanish window.When you open X-Author Contracts, you can view the UI in Spanish.


Administrator Guide
CLM

June 3, 2025