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CLM for Salesforce

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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

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CLM for Salesforce

Creating a New Wizard Design

Cloning a Wizard Design

For auditing purposes and to prevent errors with any in-progress wizards, you can only deactivate or retire an active wizard design. To edit and re-purpose a wizard design, clone the wizard design and edit the copy. You can also clone a draft wizard design if you choose.
To clone a wizard design
  1. Wizard Design tab.
  2. Under the Actions column, click the Clone link next to the design you want to clone.
  3. In the Clone Wizard Design form, enter a unique design name for the new wizard in the Wizard Design Name field.
  4. Click outside the field then click Clone.
    The new wizard design is created and displayed in the Wizard Designs list on a new line with Status as Draft. All information is copied from the cloned wizard.


Administrator Guide
CLM

June 3, 2025