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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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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Contracts for Salesforce

CLM (Contracts for Salesforce) for Administrators

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Enabling Recursive Merge Sync

For Contracts for Salesforce Enterprise Edition, you have the option for your Managed Clauses to remain Standard when you use recursive merge by adding the Sync Merge Values button.

Creating and Using a Recursive Merge Button

  1. Create a custom button called Recursive Merge on your object.
  2. Conga recommends creating a separate button specifically for this action where all other View Redline functions are disabled. To do this, use the following code:
    {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=APXT_Redlining__Contract_Agreement__c.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUp=true, disableSavePdf=true, enableRecursiveMergeSync=true], false)}
  3. After you've created the button, put the button on your layout.
  4. Generate a Contract that contains a recursive merge field.
  5. After creation, this Contract appears in Files
  6. Click the new Recursive Merge button on the record.
  7. Click the new Sync Merge Values option in the upper right hand corner.
    If successful, the following message displays: recursive merge sync is complete

Your contract now displays your new data value instead of a merge tag and has a new revision, but remains flagged as Standard.

Known Limitations: Feature is not currently supported in Internet Explore

Administrator Guide
CLM (Contracts for Salesforce)

March 3, 2025