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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

Claude Capability

Regenerating an Agreement Document Using Claude

This topic describes how to regenerate an agreement document for an existing agreement by using Claude.

  • Claude integration is configured and available.

  • An agreement record exists.

  • An agreement document has already been generated.

  1. Open Claude.
  2. User requests for document regeneration.
  3. Enter one of the following prompts in the Claude chat:

    • Regenerate the document

    • Regenerate the document for the current agreement

    • Regenerate the document for the Agreement ID (for example, a0Cg890000dpiJwEAA)

  4. Select the template, if available.
  5. Submit the request.
  6. Wait for the regeneration process to complete.
  7. Verify that the regenerated document is available.
A new version of the agreement document is generated and associated with the selected agreement record.
User Guide
Salesforce

October 6, 2026