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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

CLM for Administrators

Setting Up Discovery AI

You must configure Discovery AI to import documents using intelligent import.

Prerequisite: You have Discovery AI license.

Setting up Discovery AI in Salesforce

To set up Discovery AI in Salesforce
  1. Navigate to the Salesforce homepage.
  2. Click Setup in Discovery AI - Admin Actions widget.


  3. Enter the API URL, API token, and tenant information.
    Note:

    Enter the region-specific API URL.

    For example:

    Preview Environment:

    NA: https://rls-preview.congacloud.com

    EU: https://rls-preview.congacloud.eu

    AU: https://rls-preview.congacloud.au

    Production Environment:

    NA: https://rls.congacloud.com

    EU: https://rls.congacloud.eu

    AU: https://rls.congacloud.au

  4. Turn on the Active toggle.
  5. Click Save.
You have set up Discovery AI in Salesforce.
Administrator Guide
CLM

June 3, 2025