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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

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CLM for Salesforce

Claude Capability

Configuring AI Field Sets (Optional)

Administrators can optionally configure the field sets used in the AI-assisted agreement creation form.

  • Ensure that users have Admin access.
  1. Navigate to Setup.
  2. Open the CLMAgentEditorFields field set.
  3. Add the fields that users must complete during agreement creation.
  4. Save the field set.
  5. Open the CLMAgentRenderedFields field set.
  6. Add the fields to display after the agreement is created.
  7. Save the field set.
The fields configured in CLMAgentEditorFields are displayed when users create agreements through Claude. The fields configured in CLMAgentRenderedFields are displayed after the agreement is created.
Note: Include up to 10 fields in each field set.
Administrator Guide
Salesforce
CLM

October 6, 2026