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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

Setting Up Conga CLM

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Installing Conga CLM

You can install Conga CLM from the Conga Community Portal.

Note:

If you are installing CLM for the first time, you can see the new logo and icons that are part of rebranding from Apttus to Conga.

Tip:

The Conga Upgrade Program is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it ensures all the Conga published managed packages are on the latest versions for the registered orgs. To register your org for push upgrade, see Registering for Conga Upgrade Program.

Install the packages in the following order:

Order

Package

Required?

1

Conga Base Library

Yes

2

Conga Contract Management

Yes

3

Conga Content Integration

Yes

Install the following packages if you use Adobe Sign:

4

Adobe Sign

Yes, if you are using Adobe Sign.

5

Conga Contract EchoSign Integration

Yes, if you are using Adobe Sign.

Install the following packages if you use DocuSign:

4

Conga DocuSign API

Yes, if you are using DocuSign.

5

Conga Contract DocuSign Integration

Yes, if you are using DocuSign.

Install the following package if you sync data between Salesforce and Conga Platform

6

Conga For Salesforce

Yes, if you sync data between platforms

To install Conga CLM packages

You must have login credentials for the Conga Community Portal.

  1. Log in to the Conga Community Portal.
  2. Go to the Get started > Install center tab on the Community Portal.
  3. In My Packages navigation window, you can see Contract Management. Click the Details link under Conga Contract Lifecycle Management to access the VERSION drop-down and select the version that you want to install.
  4. Select the environment in which you want to install the packages:
    • Click Install in Production to install the packages in your production org.
    • Click Install in Sandbox to install the packages in your sandbox org.
  5. In the Salesforce login screen, enter your login credentials and click Log In.
  6. Enter the Password provided.
  7. Select the profile for which you want to install the package. You are recommended to select Install for All Users.
  8. To Install for Specific Profiles, you must define the access level for all profiles. Select from one of the following options.
    • No Access - This is the default setting. Apply this access level to disable all object permissions.
    • Full Access - Apply this access level to assign users permissions to Read, Create, Edit, Delete, View All, and Modify All for all objects.
  9. Click Set.
  10. Click Install.

A message is displayed indicating the installation is underway.

Once installed, repeat this procedure for each of the packages.

Note:

While installing a Conga package, if you see an “Approve Third-Party Access” prompt, select the Yes, grant access to these third-party web sites check box and click Continue.

Conga CLM is successfully installed in your selected environment.

Complete the post-installation settings.

Administrator Guide
CLM

March 7, 2025