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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

Conga Product Documentation

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Contracts for Salesforce

Obligation Management Overview

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Customizing the Account Obligation Viewer Widget

You can customize the fields available in the Account Obligation Viewer widget.

Prerequisites

For the Obligation Viewer to be available on your Account page in Salesforce, you must first add it to the page with the following steps:

  1. Navigate to your Account page in Salesforce
  2. Click the gear icon in the upper right
  3. Click Edit Page
  4. Drag and drop the accountObligationViewer widget from under the Custom menu section into the Account page layout
  5. Click Save
  6. Click Activate
  7. Click Save
  8. Refresh the Account page to view the Obligation Viewer widget

To add custom fields to the Obligation Viewer Widget

  1. Navigate to the Object Manager in Salesforce
  2. Search for Managed Obligations in the Quick Find search bar and click Managed Obligations
  3. Click Field Sets in the navigation menu on the left
  4. Click Account Obligation Viewer Widget Fields
  5. You can drag and drop field options back and forth from the Available for the Field Set to In the Field Set
  6. Refresh the Account page to view the updated widget
    Note:

    If you do not have any fields selected for the Obligation Viewer widget, the following message displays: Please select the fields you wish to view from the "Account Obligation Viewer Widget Fields" field set within the Managed Obligation object.

Administrator Guide
CLM (Contracts for Salesforce)

March 3, 2025