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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

Connecting Claude to Salesforce

Use these steps to configure an AI tool, such as Claude AI, to connect with the Conga CLM MCP server.

  1. Open Claude.
  2. In the left sidebar, click Customize or Settings.
  3. Click Add custom connector.
  4. Enter a connector name.
  5. Enter the MCP server URL.
  6. Enter the Consumer Key and Consumer Secret.
  7. Authenticate the connector using Salesforce credentials.
  8. Download the Skills folder.
  9. In the left sidebar, click Customize or Settings.
  10. Click Skills, click Add and click Upload Skills.
  11. Upload the downloaded skill folder.
    Note: User can customize skills according to the requirement.
Claude is connected to Salesforce and can access Conga CLM MCP actions.
Administrator Guide
Salesforce
CLM

October 6, 2026