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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

Use Case for Creating an Agreement

Creating a Perpetual Agreement for Company ABC

Before creating a perpetual agreement for Company ABC, ensure the following prerequisites are met:

  • An account for Company ABC is already created.
  • The contract employee is designated to serve Company ABC for a long-term period.
To create a perpetual agreement
  1. Go to the Agreement tab and click New.
    The Select Agreement Record Type page is displayed.
  2. Select an option from the Record Type of new record drop-down list, and click Continue.
    The New Agreement page is displayed.
  3. Click Continue.
    The Agreement Edit page is displayed.
  4. Enter agreement name in the Agreement Name field.
  5. Select an account from the Account picklist.
  6. Select Start Date.
  7. Select the Perpetual check box in Terms and Renewals section.
  8. Enter or select values in the required fields (marked in red) which are mandatory to complete the agreement record details.
  9. Click Save.
The perpetual agreement is created.
Similarly, you can create other agreements that do not have an end date and do not require further renewal of the contract.
User Guide
CLM

June 3, 2025