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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

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CLM for Salesforce

CLM for Users

Conga CLM on Salesforce Lightning

You can use Conga CLM with the Salesforce Lightning Experience and still accomplish the same tasks with the same features that are available in the Classic Experience. The change that you will observe is in accessing the features and the process for creating an agreement. Beyond a few different steps, the flows for most Contract Management tasks remain the same as in the Classic Experience. You can also access Contract Management from the Lightning Console. You can use the Lightning Console to Generate, Regenerate, Activate, Amend, Renew, Submit Request, Terminate, Expire, and Clone an agreement.

Enabling the Lightning Experience in your Salesforce org is simple, but requires some consideration of your company's needs before you make the switch. Refer to Salesforce's documentation on enabling the Lightning Experience.

Accessing Features in Lightning

One of the main differences you will find when you switch to Lightning is how your apps are accessed, like Contract Management. In Lightning, there is no Force.com app menu, and you cannot customize the default Tabs to include Custom Objects or Visualforce tabs. Instead, you access all Contract Management features by using the App Launcher.

To access features in lightning
  1. Log in to Salesforce with Lightning enabled.
  2. Click the App Launcher button in the upper left-hand corner of the Home screen.
  3. From the App Launcher, click on Contract Management.
  4. Select a Contract Management feature to work with (e.g., "Agreements" to start the agreement creation process.)

Creating an Agreement in Lightning

There are two ways to create a new agreement in the Lightning experience.

To creating an agreement in lightning
  1. Go to App Launcher > Contract Management.
  2. Click Agreements.
  3. From the Agreements list, click New. OR Click the down arrow next to the Agreements tab and click +New Agreement from the drop-down menu.
  4. Select an agreement record type and click Continue.
  5. On the New Agreement page, enter values for required fields and any optional fields that are available and click Continue.
    Note:

    It is recommended when using the Lightning Experience to configure the above page to contain as many fields as you want specified prior moving to the next step. You can configure which Agreement fields are available on this page by editing the Agreement New Field Set. For more information, see Creating an Agreement.

  6. Click Edit to make more changes to your agreement record, or the pencil icon to make changes to any editable field. Note that all the field values you had entered on the previous page, have already been saved to the record.
  7. Scroll down the page to find Agreement Actions such as Preview, Generate, and Import Offline Agreement. Any Visualforce pages you have added to the page layout, such as Document Finder or Master Agreement Clauses are also displayed on this page.

    The agreement actions can also be accessed from the Agreement Actions panel on the right side of the Agreement Details page. The panel shows the action buttons clustered into three groups. The Agreement Life Cycle Actions group contains Submit Request, Send for Review, Send for Teams Review, Send for Signature, Activate, Cancel, Renew, Terminate, Amend, Send for Adobe Sign, Send for DocuSign, and Expire actions. The Document Actions group contains Generate, Regenerate, Import Offline Document, Preview, Merge Documents, Generate Supporting Document, Upload Signed Document, Review Offline, and Import Supporting Document actions. The additional actions group contains Agreement Hierarchy, In Effect, and custom actions. For more information on customizing action panel, see Enabling and Customizing the Action Panel. The action buttons are displayed according to the agreement status and status category.

    Note:

    Document Search and User Filter are unavailable on the Salesforce Lightning Document Finder page component.

Contract Wizard in Lightning

Use the Contract Management Contract Wizard to run custom, user-friendly Wizards based on any standard or custom Salesforce object (Agreements, Accounts, Proposals, Leads, etc.). These Wizards are intended to be used by sales representatives, purchasing agents, HR managers, and other users to quickly create their own records by entering responses to criteria-based inputs that follow a logical series of steps. Wizards can also be used to collect data from customers to be posted to internal systems or for other business use.

Use the Wizards tab to run Wizards from the existing Wizard Designs. You can easily search and select from Wizard designs to create well-formed records. Wizards also contain a feature that allows users to review their responses prior to submission, returning to previous steps to make changes or corrections. Users can also use the tab to resume completion of in-progress Wizards or review completed or aborted Wizards.

For information on creating Wizards using the Wizard Designer, see Contract Wizard.

Running Wizards in Lightning

You can use the Run Wizard tab within the Wizard Launcher tab to run Wizards from the existing Wizard Designs.

Limitations

  1. You cannot launch Wizard with a static resource (image or CSS).
  2. Salesforce Lightning limitation: The dependent picklist is displayed below the controlling picklist and not as per the order configured in the wizard design.
To run a wizard
  1. Navigate to the Wizard Launcher tab.
  2. Click .
    This launches the wizard.
  3. (Optional) Click the pencil icon () to give your wizard a unique name, so you can differentiate it from other wizards you run using the same wizard design.


    The new name for your wizard is displayed in the In Progress tab of the Wizard Launcher tab.

  4. Move through the steps of the wizard, choosing values for the fields in each step. Click Next when you are finished with a step to move to the next step. Click Previous to return to the previous step. Click Save to save the data on the current wizard page.
    Note:

    You must fill in all the required fields on the current wizard page before clicking Save. If a lookup field is configured in the wizard design, it will appear as a search field in the wizard.

  5. Some wizard steps may include the option to add attachments in addition to providing traditional responses. To add an attachment:
    1. Click the Add/Remove Attachments link.
      This displays the Add Attachments window.
    2. Click Add Files. Browse for a file on your machine and add it as an attachment.
      The attachment uploads to the Wizard and displays in the Upload window.
    3. After the attachment is uploaded, click Done.
    4. Repeat the previous steps for each attachment you need to add.
    5. Click Save.The attached files are added to the Notes & Attachments Related List of the new agreement record and a new document version is created for each attachment. The attachments are added to the Document version if the object record is agreement.
      Note:

      After uploading documents, you can see the number of documents uploaded beside Add/Remove Attachments. When you hover over Add/Remove Attachments, you can see the list of uploaded documents.

      If you have an Import Offline Document field in the Wizard and you use it to upload a document, the Document Type is marked as Agreement Document. If you have an Import Supporting Document field in the Wizard and you use it to upload a document, the Document Type is marked as Supporting Document.



  6. Some wizard steps may include the option to add comments in addition to providing traditional responses. To add a comment:
    1. Click the Comments link.
      This displays Comments window.
    2. Enter a comment and click Save.
      Note:

      When you enter a comment for an attached document, you can see the comment icon. When you hover over the comment icon, you can see the added comment.



  7. Click Add Item when there is a repeatable field in the Wizard. These fields are used when you need to enter multiple values as certain responses, for example when you are adding multiple business addresses, or product line items and prices to a Sales Contract, as shown in the following example.


  8. When you have answered the final question in the wizard and clicked Next, the page will display a preview of all steps completed.


  9. Click Edit to change your answers for any steps in the wizard.
  10. When you are satisfied with your responses, click Submit. Depending on the design of the wizard, one or more of the following will occur:
    • A record is created according to the Input Rules configured during designing a wizard.
    • You are redirected to another page in Salesforce.
    • Depending on the rule configured for Submit in Wizard Design:
      • You are navigated to the visual force page.
      • You are navigated to the record detail page.
      • You are redirected to the created focus object on the record detail page.
      • You stay on the submitted wizard page:
        • If there are more than two focus objects defined and the submit rule is not defined.
        • If the wizard was not configured to create a record.
  11. Return to the Wizard Launcher tab.
    The Wizard you created and executed now is displayed in the Completed tab.
User Guide
CLM

June 3, 2025