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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

Conga Product Documentation

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CLM for Salesforce

Claude Capability

Creating an Agreement Using Claude

Use Claude to create a new agreement in Conga CLM using either a generic prompt or a prompt that includes specific agreement details.

  • The Conga CLM AI Library package is installed.
  • Required Conga CLM MCP skill files are imported.
  • A Claude connector is configured and connected to Salesforce.
  • You have access to Claude and the required Conga CLM permissions for the actions you want to perform.
  1. Open Claude.
  2. Enter one of the following prompts in the Claude chat:
    • Create an agreement
    • Create NDA for Conga with own paper
      Note: NDA is the record type name, Conga is account name Own paper or Third party paper is paper type.
  3. If Claude requests additional information, provide the required agreement details.
  4. Review the agreement details.
  5. Click Create Agreement. Wait for the confirmation message.
  6. Open the agreement link returned by Claude.
A new agreement is created in Conga CLM and a link to the agreement record is displayed.
User Guide
Salesforce
CLM

October 6, 2026