CLM (Contracts for Salesforce) Winter20.12.10 Release Notes

These Release Notes contain the following information about Conga CLM (Contracts for Salesforce) Winter '20 Release.

For more information on new features, enhancements, and document improvements refer to

What's New in the Conga CLM (Contracts for Salesforce) Guide

Packages: Lists packages that are required to upgrade to this release of the product
System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
Enhancements: Provides high-level descriptions of enhancements to existing features
Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
Known Issues: Lists known issues that are applicable in this release

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.

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.

Product

Latest Certified Version

(Version Name | Version Number)

Conga CLM (Contracts for Salesforce)

2.41

System Requirements and Supported Platforms

The following table lists the minimum requirements for installing and using Conga CLM (Contracts for Salesforce).

System Requirement	Minimum Supported Version
Salesforce Edition	Performance / Unlimited Enterprise Developer Salesforce® Products: Sales Cloud Service Cloud Force.com / App Cloud Health Cloud Financial Services Cloud Quote-to-Cash Internet Explorer is no longer compatible with Conga Contracts for Salesforce's True-Up user interface in version 1.89 and subsequent versions.
Browser	Google Chrome® Mozilla Firefox® See Mozilla getting started to ensure Salesforce works optimally with Firefox, update the browser’s configuration settings. See Supported browsers for Salesforce Classic. Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, and Apple® Safari® version 11.x on macOS. The most recent stable versions of Microsoft Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. There are some limitations. Supported browsers for the Lightning experience. See the supported browsers and limitations for Lightning Experience. Recommendations and Requirements for all browsers. For the best experience and security, follow these guidelines. For all browsers, enable JavaScript, cookies, and TLS 1.2. If TLS 1.2 isn’t available, enable TLS 1.1. Browsers that don’t support TLS 1.1 or TLS 1.2 won’t be able to access Salesforce after we deactivate TLS 1.0. Deactivation has already occurred in sandbox orgs and concludes with production orgs on July 22, 2017. Some features use iframes to work in Lightning Experience, so you must have the appropriate browser security settings for iframes to load correctly. Follow your browser’s instructions to enable working with iframes and third-party cookies. For example: In Internet Explorer, set the Launching programs and files in an IFRAME security setting to Enable orPrompt. In Safari, we recommend changing your privacy settings for cookies to Allow from websites I visit. In Chrome, make sure that Block third-party cookies and site data isn’t selected in the Content settings. The minimum screen resolution required to support all Salesforce features is 1024 x 768. Lower screen resolutions don’t always properly display Salesforce features such as Report Builder and Page Layout Editor. For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll bar is set to Always. Some third-party browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or inconsistent behavior with Chatter, disable the browser's plug-ins and extensions and try again.
Template Software	Microsoft Office® 2016 (Mac or PC) Adobe Acrobat® XI, Acrobat Reader Adobe LiveCycle PDFs are not supported.
Mobile	Compatible with Salesforce1 and all mobile browsers when configured following the documentation.

Upgrade Notes

To upgrade Conga CLM (Contracts for Salesforce), see Upgrading CLM (Conga Contracts for Salesforce).

New Features

There are no new features in this release.

Enhancements

There are no new features in this release.

Resolved Issues

The following table lists the issues resolved in this release.

Conga Internal ID	Description
CFS-66	The Conga CLM (Contracts for Salesforce) upper limit for generating documents is at least 1000 records in total, and this number may be reduced if there are a large amount of repeat sets in the document. Immediate child documents have a greater effect on hitting the timeout than grandchild documents and it is possible to generate documents with more than 1000 records if the majority are grandchild records.
CFS-79	Managed subclauses are now added to a record upon document generation based off the subclauses defined on each Clause Configuration that is added to the document.
CFS-12	If the Primary Document Field is populated, View Redlines and Send for Negotiation uses the document referred in the Primary Document Field. If the 'Primary Document Field' is not populated, View Redlines and Send for Negotiation uses the last added or updated document.
CFS-72	Redlines now correctly display for the removed clause text in the Document Value section of the Clause Approvals screen.
CFS-65	Replaced the toast component in the Generate Document page with an existing React Toast component.
CFS-83	Managed Clauses are no longer duplicated if a document is generated multiple times.
CFS-97	Automated adding missing external Ids in customer Orgs using a post install script.
CFS-99	Conga CLM (Contract Contracts) and Conga Redlining permission sets now only give users Read access to External Id fields.

Known Issues

There were no known issues for this release.