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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

Reporting on CLM (Conga Contracts for Salesforce)

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Reporting on Non-standard Clauses

You can report on non-standard clauses in two ways:

  • Conga Grid (if included in your subscription)
  • Salesforce Reports

We recommend using Conga Grid so that you can take advantage of all of Grid’s powerful features.

Conga Grid

  1. Build a Tab Grid on the Managed Clause object
  2. Open the Grid and add the following recommended fields:
    • Managed Clause Name
    • Sort Order
    • IsStandard
    • Latest Revision Text (Rich)
    • Contract Agreement
  3. Save the Grid view
  4. (Optional) Group or filter on the IsStandard and/or Contract Agreement field in order to quickly see all non-standard clauses for particular agreements
  5. Save any customizations you make as the same view or a new view for quick access later

Salesforce Reports

  1. Build a custom report type and select Managed Clauses as the Primary Object and Managed Clause Revisions as the Related Object
  2. Create a new report of this custom type and make it a summary report
  3. Drag the fields you want to use onto the report. We recommend:
    • Managed Clause Name
    • Sort Order
    • IsStandard
    • Latest Revision Text (Rich)
    • Contract Agreement
  4. (Optional) Group on the IsStandard and/or Contract Agreement fields to quickly see all non-standard clauses
  5. Save your report in the Contracts for Salesforce Report folder
  6. (Optional) Add a chart to your Contracts Dashboard:
    • Navigate to Dashboards
    • Click Edit
    • Add the Component you want (such as a Donut Chart)
    • Drag the custom report you created onto the Component
  7. Click Save
User Guide
CLM (Contracts for Salesforce)

March 3, 2025