In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga CLM (Contracts for Salesforce) May22.06.08 Release.  For documentation updates, see What's New in Contracts for Salesforce Documentation.

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

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Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

You can register your org for the Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it also ensures all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.

Product

Latest Certified Version

(Version Name | Version Number)

Conga CLM (Contracts for Salesforce) (New)

2.76

For more information on installing CLM (Contracts for Salesforce) managed packages, see Installing Contracts for Salesforce. For more information on upgrading CLM managed packages, see Upgrading Contracts for Salesforce.


System Requirements and Supported Platforms 

For requirements and recommendations to consider before installing the Conga product suite, see System Requirements and Supported Platforms Matrix.

New Features 

There were no new features in this release. 

Enhancements

Updates to Approvals 

To enhance the Approvals process, several updates were made. 

  • We've removed "Delete" permissions from the following objects. For these objects, we’ve updated the page layouts so the fields are read only. Due to the way Salesforce push upgrades work, the changes to the page layouts will only be available in Salesforce Orgs where a Contracts for Salesforce package is newly installed. The page layout updates won’t be available for Salesforce Orgs that were upgraded to the 2.76 package from a previous version.

    • Approval Request

    • Approval Request Step

    • Managed Approval Step

    • Version Change

    • Version History

  • We've updated error messaging when there are missing permissions on Approval objects. These changes improve the way errors related to missing permissions are presented in the View Redlines user interface during the Approval process. For example, when using Contract Agreement, if a user’s profile does not have access to the Contract Agreement lookup field on Approval Request, an error results in the View Redlines user interface informing them that an access level of Readable is required for the field. 

Fixed Issues

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

Conga Internal ID

 Description

CFS-629

Duplicate Version Histories are created when editing a Clause in Word.

Resolution Note: You must provide your connected user access to the REST_API_Approvals class. To perform this action, assign either the Conga CLM or Conga Redlining permission set to the connected user. A connected user is a user who is connected to the Contracts for Salesforce backend in the CLM Setup. This also includes changes to the java backend. If users are seeing errors when using Open in Word and saving, they should make sure they are upgraded to the latest version of Contracts for Salesforce.

Known Issues

There were no known issues in this release.

DOC ID: CFSMAY22RN202200608