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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

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CLM for Salesforce

Configuring the CLM User Interface

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Configuring a Custom Link for Opportunity

Setting up the custom link allows you to quickly create an agreement from an existing opportunity. This is beneficial to Legal Users or Contract Managers.

To set up Opportunity links

User Permissions Needed

To add custom links to the Opportunity page layout:

Customize Application
  1. Go to Setup > Customize > Opportunities > Page Layouts.
  2. Click Editbeside the Page Layout Name to which you want to add the Create Agreement From Opportunity custom link. The Page Layout Edit screen is displayed.
  3. On the top-left, click Custom Links.
  4. Drag the Create Agreement custom link to the Custom Links section in the Opportunity Details related list.
  5. To review the page layout, click Preview As. Select a profile to see how the pages will look for users with different profiles. Ensure that the Create Agreement custom link is displayed under the Custom Links section. Most related lists’ columns preview without data.
  6. To save your changes, click Save. If you navigate away from your page layout without saving the changes, you will lose your changes. To create a copy of your page layout, click Saveand select Save As. When you copy a page layout, any actions assigned to it are also copied to the new layout. Here are a few points to keep your page layouts well-organized and easy to use:
    • Do not include unnecessary fields.
    • Keep the minimum number of required fields.
    • Check your layouts in Read and Edit modes.
    • To optimize related lists, adjust their overall order, the sorting of the records, and display of relevant columns and buttons.
A customized opportunity link is created and you have customized your organization’s page layouts. If required, add the Create Offline Agreement custom link.
Administrator Guide
CLM

January 2, 2025