Download PDF
Download page Conga CLM for Salesforce October '24 Release Notes.
Conga CLM for Salesforce October '24 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the CLM October '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.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
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 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 ensures that all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.
Package | Latest Certified Version | |
---|---|---|
Name | Number | |
Conga Base Library (New) | 5.2.269 | 5.269 |
Conga Contract Lifecycle Management (New) | 15.2.770 | 15.770 |
Conga Content Integration | 8.1.0020 | 8.20 |
Conga DocuSign API (Required if you are using DocuSign) (New) | 8.1.142 | 8.142.19 |
Conga CLM DocuSign Integration (Required if you are using DocuSign) (New) | 5.1.50 | 5.50.8 |
Adobe Sign (Required if you are using Adobe Sign) (New) | 24.38 | 24.38 |
Conga CLM Adobe Sign Integration (Required if you are using Adobe Sign) | 10.1.73 | 10.73.3 |
CongaSign CLM Integration (Required if you are using Conga Sign) (New) | 2.2.21 | 2.21 |
Conga For Salesforce (Required if you sync data between Salesforce and Conga Platform) (New) | 1.0.7 | 1.7 |
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to Conga CLM in this release.
Visibility of Action Buttons for Google Docs Agreements
Depending on the status category, the following action buttons are visible for Google Docs agreements.
Status category | Action buttons |
Request |
|
In Signatures |
|
Telemetry Logging
When a user logs in to Salesforce org. with minimum base package version Conga Base Library, v5.267, and creates or updates an agreement for the first time, a TelemetryLog_c object is created for that user. The user ID, package name, and version are inserted into the object.
Admin Entry for Sending to Google Docs Review
Administrators can configure the APTS_DefaultSendersforReview_SendToGoogleDocsReview admin entry to allow users to specify default reviewers for Google Docs review. For more information, see Admin Entries.
Feature Flag for Enabling Copilot
Administrators can configure the “Enable Copilot” comply user property, to grant users with access to Copilot. This setting can be applied to individual users or profiles at the organizational level. For more information, see Comply User Properties.
Generating an Agreement and Send for Google Docs Review
Users can generate agreement documents using predefined templates with GDOC as the output format and send them for review. For more information, see Sending an Agreement Document for Google Docs Review.
Email Notification for Google Docs Review
Administrators must configure the following classic email templates to notify reviewers. For more information, see Editing Classic Email Templates.
- Agreement GoogleDocs Review Notification
- Agreement GoogleDocs Review Completion Notification
Reviewers receive an email notification when the review process is started, ended, or canceled. For more information, see Sending an Agreement Document for Google Docs Review.
Editors and Commentors for Google Docs Review
Users added to the Editor or Commentor fields receive the document links through email for review, allowing them to edit or comment. For more information, see Sending an Agreement Document for Google Docs Review.
Summarizing an Agreement Document
Conga Copilot allows users to generate a summary of an agreement document. For more information, see Summarizing a Document.
Asking Chat-formatted Questions
Users can use Conga Copilot to ask chat-formatted questions and receive answers about an agreement document. For more information, see Ask Chat-formatted Questions.
XAJS End Point Comply System Property for Google Drive Integration
A new XAJS endpoint is introduced for organizations with Conga CLM and Google Drive integration enabled. For more information, see the description for XAJS End Point property in Comply System Properties.
Accessing Co-Pilot
To access Conga Copilot on the Conga Platform through your Salesforce org., administrators must onboard a Salesforce tenant onto the Conga Platform and then configure both Conga Platform and Salesforce Org. For more information, see Accessing Co-Pilot.
Users can then access Co-Pilot for agreements from the Agreement Documents section. For more information, see Working with Conga Co-Pilot.
CLM and Conga Sign 2.0 Integration
Administrators can now use Conga Sign 2.0 as the eSignature provider in CLM. They can enable Conga Sign 2.0 in Salesforce and register callback between Salesforce and Conga Sign 2.0. Through this integration, the users can initiate sending of agreements for Conga Sign 2.0 signature, select recipients, add email message, and insert signature fields for the signatories. They can also track the signature transaction status and edit it. For more information, see Managing Conga Sign 2.0 eSignature Setup and Sending Transactions with Conga CLM.
Adding Reviewers to a Review Cycle
During a review cycle, users can add reviewers to review an agreement document. For more information, see the “To add additional reviewers to the review cycle” section in Sending an Agreement Document for Google Docs Review.
Reviewing an Agreement Document
Users can open the document links received through email in Google Docs, allowing them to edit or comment on the document. For more information, see Sending an Agreement Document for Google Docs Review.
Review Cycle of an Agreement Document sent for Google Docs Review
A review cycle is created when you send an agreement document in GDOC format for Google Docs review. Users can view the document’s review progress, can add reviewers, and end or cancel a review cycle. For more information, see Sending an Agreement Document for Google Docs Review.
Ending or Cancelling the Review
Users can end or cancel the review for an individual reviewer or all reviewers in a review cycle. For more information, see Sending an Agreement Document for Google Docs Review.
Sending an Agreement for Google Docs Review
Users can generate an agreement document using the Google Docs-supported templates with GDOC as the output format and send it for Google Docs review. For more information, see Sending an Agreement Document for Google Docs Review.
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 |
---|---|---|---|---|
APTS_Agreement__c.object | System | Changed | ||
GoogleDocsReview__c | Added to enable document review with Google Docs | System | New | |
AgreementInsight__c.object | System | Changed | ||
Response__c | Response to the given criteria | System | New | |
ComplyUserProperties__c.object | System | Changed | ||
EnableCopilot__c | Enable use of Copilot | User | New | |
DocumentVersionDetail__c.object | System | Changed | ||
Copilot__c | Redirects to copilot UI | System | New | |
DocumentVersion__c.object | System | Changed | ||
Copilot__c | Redirects to Copilot UI from latest document version detail | System | New |
Fixed Issues
The following issues are fixed in this release. If any actions are required, they will be listed in this table.
Case Number | Conga Internal ID | Description |
---|---|---|
00896317 | CONTRACTS-21364 | Impact analysis of the following Salesforce Winter 25 Release updates on Conga CLM:
|
Known Issues
There are no known issues in this release.