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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 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

Setting Up Conga Contracts for Salesforce

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Add View Redlines Button to Standard or Custom Objects

Contracts for Salesforce functionality can be used on objects other than Contracts. To do so, you need to add Contracts for Salesforce buttons to those objects.

To add the Select Primary Document button to another object, see Add Select Primary Document Button to Standard or Custom Objects

To add the View Redlines button to another object

  1. In Salesforce, click Setup.
  2. Click Customize.
  3. Click the appropriate object, for example, Opportunities.
  4. Click Buttons, Links, and Actions.
  5. Click New Button or Link.
  6. Add the following information:

    • Label = View Redlines

    • Name = default from Label

    • Display Type = Detail Page button

    • Behavior = Display in existing window without sidebar or header

    • Content Source = URL

    • Formula = {!URLFOR( $Action.Contract.APXT_Redlining__View_Redlines, null, [altId=THISOBJECT.Id], false)}

      thisObject.Id - is Id of the object to which you want to add the button (such as Account.ID - see example below)

      The standard View Redlines button on an Account would look like this:

      {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Account.Id], false)}

      The customizable View Redlines button on an Account would look like this, where the Save PDF button is disabled in the View Redlines interface:

      {!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Account.Id, disableOpenInWord=false, disableNegotiate=false, disableTrueUp=false, disableSavePDF=true], false)}

  7. Click Save.
  8. Add the button to your desired page layout.
Administrator Guide
CLM (Contracts for Salesforce)

April 2, 2025