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Download page Conga CLM for Salesforce February '24 Release Notes.
Conga CLM for Salesforce February '24 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CLM February '24 release. For documentation updates, see What's New in CLM Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore, your solution or implementation may differ from what is described here. Contact your Customer Success Manager (CSM) or Account Executive (AE) to discuss your specific features and licensing.
Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for 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 Upgrade Program.
| Package | Latest Certified Version Name | Latest Certified Version Number |
|---|---|---|
| Conga Base Library (New) | 5.0.255 | 5.255 |
Conga Contract Lifecycle Management (New) | 15.0.740 | 15.740 |
| Conga Content Integration | 8.1.0020 | 8.20 |
Conga DocuSign API (Required if you are using DocuSign) | 8.1.142 | 8.142.8 |
Conga CLM DocuSign Integration (Required if you are using DocuSign) | 5.1.50 | 5.50.5 |
Adobe Sign (New) (Required if you are using Adobe Sign) | 24.35 | 24.35 |
Conga CLM Adobe Sign Integration (Required if you are using Adobe Sign) | 10.1.73 | 10.73.2 |
CongaSign CLM Integration (New) (Required if you are using Conga Sign) | 1.2.16 | 1.16 |
Conga For Salesforce (Required if you sync data between Salesforce and Conga Platform) | 1.0.5 | 1.5 |
For more information on installing CLM managed packages, see Installing Conga CLM. For more information on upgrading CLM managed packages, see Upgrading Conga CLM.
If you use CLM in Salesforce Lightning, you must enable the Enable Files Comply System Property.
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 are no new features to Conga CLM in this release.
Enhancements
The following enhancements are new to Conga CLM in this release.
Salesforce Permission Sets Support
Administrators can associate profiles or permission sets with a CLM Lite user. The "CLM Lite Profile(s)" Comply system property is renamed "CLM Lite Profile(s)/PermissionSets".
Restricting Imported File Formats
Administrators can configure the APTS_RestrictDocumentFileFormat admin entry to prevent users from importing specific file formats into CLM.
For more information, see Admin Entries and Importing an Offline Document.
Defining a Naming Convention for Supporting Documents
Administrators can configure the APTS_GenerateSupportingDocumentName admin entry to define a naming convention for documents generated under the "Generate Supporting Documents" section for agreements.
For more information, see Admin Entries.
Defining the Default Reviewers
Administrators can configure a list of reviewers to add to the To field by default, while sending documents for review. Separate admin entries are available for different review types, i.e. simple review, parallel review, mixed review or O365 review.
For more information, see Admin Entries.
Defining the Default Signatories
Administrators can configure a list of signatories to add to the To field by default, while sending documents for wet signature.
For more information, see Admin Entries.
Providing Google Drive Enabled field-level permission
Administrators must give field-level permission to the Apttus__GoogleDriveEnabled__c field for an agreement object. This field will help to integrate Conga CLM with Google Drive in the future release.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
| Object | Field | Description | System/User | New/ Changed |
|---|---|---|---|---|
| ComplySystemProperties__c | System | Changed | ||
| LiteProfiles__c | Stores list of user profiles/permission sets that will use the Contract Management lite license. Label and help text updated from CLM Lite License Profile(s) to CLMLiteLicense Profile(s)/PermissionSets. | System | Changed |
Fixed Issues
| Case Number | Conga Internal ID | Description |
|---|---|---|
| 00869081 | CONTRACTS-17268 | Failures are encountered in "Search Field Update" workflow after transitioning from Salesforce Workflows to Flows. Resolution Info: This is a Salesforce limitation. The issue is resolved by changing the pre-condition in the “Search Field Update“ flow. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| CLM-8215 | Activity history is not recorded after sending documents for Conga Sign signatures. |
| CLM-7204 | If a validation rule fails, the duplicate agreement is marked as transient. |