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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

Routing Documents to Content Libraries

Enabling Salesforce CRM Content

To properly route agreements to your content libraries, you must first enable Salesforce CRM Content in your Salesforce Org.

  1. Go to Setup > Customize > Salesforce Files > Settings > Salesforce CRM Content or enter Salesforce CRM in the Quick Search dialog and select Salesforce CRM Content.


  2. Click Edit on the Salesforce CRM Content page and select Enable Salesforce CRM Content and Autoassign feature licenses to existing and new users.


  3. Click Save.
  4. (Optional) Go to Setup > Customize > Salesforce Files > Settings > Content Deliveries and Public Links.
  5. Click Edit and select Content Deliveries feature can be enabled for users and Public Links can be enabled for users.
  6. Select Choose password defaults option per your requirement.


  7. Users who are activating agreements must also have Salesforce CRM Content enabled. Turn on Salesforce CRM Content for all users who will be activating or managing agreement documents published to your content libraries. Go to Setup > Administer > Manage Users > Users.


Administrator Guide
CLM

August 19, 2025