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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

Conga Product Documentation

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CLM for Salesforce

Application Management Settings

Adding and Defining Action Panel

Make sure that the required buttons are created. For more information, see Customizing Agreement Actions.

The Action Panel is a collection of agreement action buttons that can be enabled for the Agreement Record page in the Classic mode for community portals. The action panel is created as a Visualforce page component and you can include it in your page layout from admin objects. Each button in the action panel can be customized to meet your design requirements. The buttons have a default image and you can also use a custom image for buttons.
To add Action Panel from Salesforce Classic
  1. Click + and click Admin. All the out-of-the-box Admin entries are displayed on the Admin home page. Based on your organizations requirement, you may want to add or create new Admin entries.
  2. Click APTS_CustomLinksforActionPanel.
  3. In the Value field, enter the API names of required buttons separated by comma.
  4. Click Save.
Administrator Guide
CLM

June 3, 2025