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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Salesforce

Routing Documents to Content Libraries

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Assigning Custom Fields to Page Layouts

Now that you have created custom fields for your content, you must assign them a page layout. Which page layout is used determines which fields are displayed when for the content you are storing. You can use the pre-existing General layout, or you can create additional layouts to display Content Version data.

  1. Go to Setup > Customize > Salesforce Files > Record Types.
  2. Click New to create a new record type with its own Library Content Version Layout.


  3. Create the record type "Agreements" and assign it to profiles you want to give access to Content Version data.
  4. Ensure that you select the Active checkbox.
  5. Repeat steps 2 – 4 to create additional Content Version Record Types as needed.
  6. Go to Setup > Customize > Salesforce Files > Page Layouts.
  7. Click New to create a custom layout and name it "Agreements."
  8. Click Edit next to the General layout.


  9. Add the new Agreement lookup field and any other Content Version fields you want to add to the General layout.


  10. Click Save.
  11. Repeat steps 7 – 9 for the Agreements layout.
Administrator Guide
CLM

December 31, 2024