home

CLM for Salesforce

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
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

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CLM for Salesforce

Sending an Agreement for Review

Use Case: Reviewing an Agreement within CLM Salesforce

  • Agreement record is created in Salesforce.

  • Agreement document is generated or uploaded.

  • User has appropriate access permissions (RBAC/PBAC).

Standard Statement

This use case describes how a user (legal reviewer, contract manager, or business stakeholder) reviews an agreement within Conga CLM on Salesforce. The review process occurs after document generation and before approval or execution, ensuring that all contractual terms are accurate, compliant, and aligned with business objectives.

Business Context

Organizations need a structured agreement review process to ensure contracts are accurate, compliant, and risk-free before execution. Conga CLM centralizes this process within Salesforce, enabling standardized clause usage, better collaboration, full auditability, and faster review cycles—ultimately improving compliance, reducing risk, and accelerating business outcomes.

Stakeholders
  • Primary:

    • Contract Reviewer (Legal Counsel / Business Stakeholder)

  • Secondary:
    • Contract Owner (Requestor / Sales Representative)
    • External Counterparty

    • Approver

Trigger

An agreement is marked ready for review or submitted for review by the Contract Owner.

  1. Navigate to the Agreement record in Salesforce.
  2. Click Send for Review or initiate the review process.
  3. The system routes the agreement to assigned reviewers.
  4. Open the agreement document for review.
  5. Perform review actions:

    • Analyze terms, clauses, and conditions

    • Add comments or annotations

    • Suggest edits or redlines

  6. The system automatically tracks version history, logs comments and changes, updates review status.
  7. Reviewers receive notifications for updates or pending actions.
  8. The Contract Owner reviews feedback and updates the agreement.
  9. Repeat the review cycle until all feedback is resolved .
Agreement is reviewed, updated, and ready for approval or execution with complete audit tracking.
User Guide
Use Case
Salesforce
CLM

October 12, 2026