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CLM for Salesforce

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Conga Product Documentation

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CLM for Salesforce

Configuring the CLM User Interface

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Configuring Custom Links on the Home Page

Setting up Home page links allows quick and easy access to common functions of the applications from the Home page. The following steps are involved to set up a home page.

  1. Create New Agreement Component
  2. Create New Home Page Layout (alternatively, you may further customize your own home page layout, if any)
  3. Assign New Layout to Appropriate User Profile

    User Permissions Needed

    To create or change home page layouts:

    Customize Application
Administrator Guide
CLM

December 31, 2024