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CLM for Salesforce

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Adobe Sign ServicesAiMeAdvantage 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)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CLM for Salesforce

Agentforce Capability

Configuring the Agreement Output Field Set

  • Conga CLM for Salesforce (June 2026 or later) is installed.

  • The Conga CLM AI Library package is installed.

  • User has admin access.

  • Conga CLM is configured and operational in Salesforce.

  • Agentforce is enabled in Salesforce.

  • The Agentforce script package is available.

  1. Open Salesforce Setup.
  2. Navigate to the Agreement object.
  3. Open Field Sets.
  4. Select CLMAgentRenderedFields.
  5. Add the fields that users must complete during agreement creation.
  6. Arrange the fields in the required order.
  7. Save the field set.
Administrator Guide
Salesforce
CLM

October 12, 2026