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 NotesGeneralDocs by Release
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 NotesGeneralDocs by Release
Conga Product Documentation
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CLM for Salesforce
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Administrator Guide
CLM
Pre-installation Settings Installing Conga CLM Installing Conga CLM PackagesInstalling Conga CLM Packages You must have login credentials for the Conga Community Portal. To install Conga CLM packagesLog in to the Conga Community Portal.Go to the Get started Install center tab on the Community Portal.In My Packages navigation window, you can see Contract Management. Click the Details link under Conga Contract Lifecycle Management to access the VERSION drop-down and select the version that you want to install.Select the environment in which you want to install the packages: Click Install in Production to install the packages in your production org.Click Install in Sandbox to install the packages in your sandbox org. In the Salesforce login screen, enter your login credentials and click Log In.Enter the Password provided.Select the profile for which you want to install the package. You are recommended to select Install for All Users.To Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options. No Access - This is the default setting. Apply this access level to disable all object permissions.Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects. Click Set. Click Install. A message is displayed indicating the installation is underway. Once installed, repeat this procedure for each of the packages. While installing a Conga package, if you see an “Approve Third-Party Access” prompt, select the Yes, grant access to these third-party web sites check box and click Continue. Conga CLM is successfully installed in your selected environment. Complete the post-installation settings. Post-installation Settings Upgrading Conga CLM Logging in to Contract Management
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