After installing Conga CLM, configure admin settings and system properties to meet the business objectives of your implementation.

If there are any issues with your installation, verify all of the objects were installed as expected. If you have too many agreement records, you can index the agreement number.

Creating or Verifying Administration Entries

Admin entries have different values and you can use them for different purposes. See Appendix A for a list of all the admin settings available in the system. The fields that are displayed in the Recent Admin list are determined by the following view settings:

Recent Admin Entry View SettingDescription
Recently ViewedThe most recent custom Admin entries or records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently CreatedThe last ten or twenty-five Admin entries or records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently ModifiedThe last ten or twenty-five Admin entries or records you updated, with the most recently updated item listed first. This list only includes records owned by you.

 To create or verify admin entries

  1. Click + and click Admin. All the out-of-the-box Admin entries are displayed on the Admin home page. Based on your organizations' requirement, you may want to add or create new Admin entries.
  2. To create a new Admin entry, click New.
  3. Type Name, Value, and Code for the Admin entry and click Save.

Your new Admin entry is saved and added.

Customizing the Comply System Properties Settings

System Properties describes the configuration of the working environment and allows you to customize your system settings. Use custom settings to create and manage custom data at the organization, profile, and user levels. Custom settings data is stored in the application cache that you can access efficiently, without the cost of repeated queries.

To use the Comply System Properties custom setting, create a dataset named System Properties.

To customize the comply system properties settings

  1. Go to Setup > App Setup > Develop > Custom Settings.
  2. Click Manage for Comply System Properties and click New.
  3. In Name, type System Properties as the data set name.
  4. Enter details in one or more of the required fields and click Save.

You have customized the comply system properties settings.

Verifying Conga CLM Package Objects

Conga CLM is installed with several objects which are used to control the behavior of an application.

  1. Go to Setup > Create > Objects.
  2. Verify that the Conga CLM objects are displayed on the Custom Objects page.

Indexing Agreement Number

If there are too many agreement records in your org environment and you query excessive amount of data (for example, 100000 agreement records), or initiate actions such as Amend/Renew, theSOQL_EXECUTE_BEGINerror is displayed. This is because the Agreement Number field is not indexed.

Contact SFDC support to index Agreement_Number__c field on the Agreement object, as you cannot index any field out-of-the-box except for those indexed by Salesforce. By default, Salesforce indexes the following fields:

  • Primary Keys
    • For example, ID, Name, and Owner.
  • Foreign Keys
    • For example, look-up, or master-detail relationship fields.
  • Audit Dates
    • For example, LastModifiedDate.
  • Custom Fields
    • For example, External ID, Unique.