Download page Contracts for Salesforce October24.10.14 Release Notes.
Contracts for Salesforce October24.10.14 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the CLM (Contracts for Salesforce) October24.10.14 release. For documentation updates, see What's New in CLM (Contracts for Salesforce) 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.
The following features are new to Conga CLM (Contracts for Salesforce) in this release.
Clause Library User Interface Enhancement
Visibility of action buttons and the ability to edit fields in the Clause Library is now based on user access. For example, if a user has Ready Only access, no new, edit, save, or delete buttons are available and all fields are read only. Previously, all buttons were available to users of all access levels but users received an error if their access was restricted. For more information, see Clause Library for Contracts for Salesforce.
Conga Co-Pilot for Contracts for Salesforce
Conga Co-Pilot is an AI-powered virtual assistant designed to boost productivity and efficiency when working with an agreement document through its entire lifecycle. For more information, see Working with Conga Co-Pilot.
Conga Co-Pilot Administrator Configuration
Conga Co-Pilot is an AI-powered virtual assistant designed to boost productivity and efficiency when working with an agreement document through its entire lifecycle. Conga Contracts for Salesforce Administrators can enable Conga Co-pilot for their users by following the instructions at Enabling Conga Co-Pilot.
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
00894102
CONTRACTS-22025
Clause Bundles always display last in Managed clause related lists even if a sort order is defined.
Known Issues
The following unresolved issues are known to Conga at the time of this release.
Conga Internal ID
Description
CONTRACTS-23445
The Salesforce Standard Object, Funding Opportunity, provided by Grant Making License Salesforce feature (Public Sector Solutions), does not show as an object option for the Automatic Configurator under the Conga CLM Setup tab.
CONTRACTS-22902
During the Send for Negotiation process, text boxes in generated documents are being redlined even if no changes were made to them.
