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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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Pre-installation Settings

Before you install Conga CLM package, you must enable Salesforce CRM content in your organization.

To enable Salesforce CRM content

Conga CLM uses Chatter Files functionality, which requires Salesforce CRM Content to be enabled before installing the Contract Management package. Ensure this setting is enabled before installing the Conga CLM package because it impacts migration.

  1. Login to Salesforce.com .
  2. Go to Setup > Customize > Salesforce Files > Settings > Salesforce CRM Content and click Edit.
  3. Select the Enable Salesforce CRM Content checkbox.
  4. Click Save.
Salesforce CRM Content is enabled.You can now install the Contract Management package.
Administrator Guide
CLM

January 27, 2025