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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 In-Effect View Page Header

You can configure the fields that are displayed in the header section of the In-Effect View page.

To configure fields on the In-Effect View page

  1. Go to Setup > Create > Objects.
  2. Click Agreement.
  3. Navigate to Field Sets section.
  4. Click the Edit link before Agreement In Effect Fields.
  5. Drag and drop fields into the In the Field Set section.
    Tip: You can add a maximum of 15 fields in the header. If you add more than 15 fields, you can encounter errors.
  6. Navigate to the In-Effect View page to view the configured fields.
Administrator Guide
CLM

January 2, 2025