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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

Agentforce Capability

Importing an Offline Document Using Agentforce

  • Agentforce is configured and available.

  • Conga CLM AI actions are enabled.

  • User has admin permissions.

  • Conga CLM is configured in Salesforce.

  1. Open Agentforce Agent.
  2. Enter one of the following prompts in the Agent chat:

    • Import offline document

    • Upload offline document

  3. Import offline document option is visible.
  4. Click Import offline document.
  5. Select the document to upload.
  6. Submit the document.
  7. Verify that the document is associated with the correct agreement.
The offline document is uploaded and associated with the selected agreement.
User Guide
Salesforce
CLM

October 12, 2026