home

Discovery AI for Salesforce

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Discovery AI for Salesforce

Setting Up Discovery AI

Data Extraction Mappings

To set up a new data extraction map

  1. Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
  2. Click the New button to raise the New Document Extraction Mapping popup.
  3. Give the new mapping a name, enter a brief description, and choose a record type from the Choose database record pull-down menu. These values correspond to a particular contract or document type. For example, in a CLM deployment, this shows agreement records.
    • To remove the requirement to review, select 0 - Skip Review.
      Note:

      If any field's extracted value cannot be normalized to match its data type, the file is sent to Ready for Review and must be reviewed.

    • To use a single-stage review process, select 1- One level - Review and Complete from the "Choose review level" pulldown.
    • For a more formal process, select 2 - Two levels - Review and Approve and select one or more approver names from the "Choose reviewer(s)" menu.
  4. To let users to check out batches of documents for review, slide the Allow reviewers to get next batch toggle, then set the batch size. This convenience enables users to check out a block of records with a single "get batch" action. Users cannot request a new batch until they review or reassign all documents currently assigned to them.
  5. Depending on whether this is a purchase or vendor agreement, set the Organization Role? toggle to either Buyer or Seller.
  6. Click Save to return to the Data Extraction Setup window.
  7. Click the name of the new mapping to raise its detail window.
  8. Click the WORKSHEETS tab.
  9. Select the Fields or Clauses tab, then click New to raise the New Field Mapping or New Clause Mapping popup.
  10. For each field or clause, select:
    • A data field or clause in the CLM, CC, or CFS system (fields are at the database level, while clauses are in the clause library). If no such field or clause exists in the host app, you can create a dummy/placeholder field or clause there to complete this mapping and edit the placeholder or the mapping later.
    • The type of mapping. This is your selection from built-in extractions.
      Tip:

      Hovering over a provision type in the Choose Provision field raises explanatory text describing the provision.

    • Whether the extraction is manual or automatic
    • Whether to extract only the clause or the entire paragraph in which it is found (clauses only)
    • Whether the extraction is required
  11. Click SAVE.

To edit a data extraction map

  1. Click the Data Extraction Setup tab in the left navigation bar to raise the Data Extraction Setup window.
  2. Find the name of the map you will edit.
  3. To edit the name, description, or record type, click the Edit (pen) button.
  4. To edit the provisions mapped to the named extraction, click the name hypertext in the Name column.
  5. Edit the mapping as described in To set up a new data extraction map.

To delete a data extraction map

From the Data Extraction Setup window, either click the trash can button next to any single mapping or click the checkbox next to one or multiple rows and click the DELETE button.

Administrator Guide
Contract Intelligence
Discovery AI

August 26, 2025