Contracts for Salesforce October23.11.01 Release Notes

In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Conga CLM (Contracts for Salesforce) October23.11.01 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.

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.

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

The following enhancements are new in this release:

Obligation Management Enhancements 

• You can now edit event definitions for an Agreement Lifecycle. For more information, see Setting up Obligation Management.
• You can now create a Primary Counterparty Lookup on Agreement objects. For more information, see Setting up Obligation Management.

Office 356 Integration Email Notification Enhancement

You can set up email templates to to notify your collaborators when a review cycle is canceled or ended. For more information, see Creating an Email Template for the Office 365 Integration. 

Quickstarts User Interface Enhancement  

• "Business Process Automation" was renamed to "Quickstarts" throughout the CLM Setup page for clarification and improved user experience. 
• Quickstarts packages now display as "Installed" if they already exist within an Org. 

Email From Display Name Enhancement

When selecting an Email From Display Name from the Email Display Text Template section, you can now select other objects related to the contract and contract agreement instead of only user object merge fields. 

Entries in the merge field now must be all lowercase for the system to accept the merge field.

Fixed Issues

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

Known Issues

There were no known issues in this release.

DOC ID: CFSOCT23RN20231108