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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

Conga Product Documentation

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CLM for Salesforce

Setting up Salesforce Org with Conga Platform for CLM

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Configuring Conga Platform

After you have configured your Salesforce org, you need to launch the Conga Platform and complete the setup process.
To launch Conga Platform
  1. Click the Login URL in the welcome email.
  2. Enter the username and password.
  3. Click Sign-in. The Launch your Conga Experience page appears.
  4. Click the App Launcher () icon and click Admin Console > Users.
  5. Perform the following steps for a successful setup.
    1. Managing External Integrations
    2. Managing API Connections
    3. Adding a New User
Administrator Guide

April 15, 2025