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Contracts 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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

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Contracts for Salesforce

Integrating with Online Contract Collaboration

Setting up Conga CLM (Contracts for Salesforce) for use with Online Contract Collaboration

To setup Conga CLM (Contracts for Salesforce) for use with Online Contract Collaboration, take the following steps:

Note:

The following steps are how to configure the Unified CLM Page available in Salesforce Lightning.

  1. From the Conga CLM (Contracts for Salesforce) application, navigate to the Contract Agreements tab.
  2. Click on the Setup gear icon on the top right corner of the page, and and click Edit Page in the dropdown menu.
  3. After the Contract Agreement Record page opens, click Pages from the top navigation menu and select Unified CLM Page.
  4. Click Activation in the top right corner of the page.
  5. Click the App Default tab and click Assign as App Default.
  6. Check the Conga CLM checkbox and click Next.
  7. Click Next after reviewing your selection again, and then click Save.
  8. Click Save at the top right corner of the page.
You can now open and edit documents using Online Contract Collaboration.

See Opening and Editing Documents using Online Contract Collaboration for more information.

Administrator Guide
CLM (Contracts for Salesforce)

February 18, 2026