CLM for Salesforce
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CLM for Salesforce Contents
About CLM
What's New in CLM Documentation
CLM for Administrators
Setting Up Conga CLM
Configuring the CLM User Interface
User Profile Management
Managing User Profile
Creating a User Profile
Adding a Single User
Assigning Conga CLM License to a User
Assigning Users to Queues
Providing Read Access
Profile Settings and Security
Setting Up Lite User License
Folder Security and Sharing Permissions
Assigning Master Profile and Custom Profile Permissions to User Profiles
Configuring OCC Permissions
Configuring OCC Access Modes and Sharing Settings
Application Management Settings
Managing Templates
Agreement Lifecycle Management
Setting Up Conga Contract Intelligence (CCI)
Setting up Salesforce Org with Conga Platform for CLM
Accessing Conga Copilot
Versioning Contract Documents
Managing Workflow
Migrating Attachments to Files
Configuring Agreement Document Protection
Retention Policies
Contract Wizard
Contract Lifecycle Management with Salesforce Lightning
Appendices
CLM for Users
CLM for SOAP API Developers
CLM for REST API Developers
Conga Customer Community & Learning Center Resources
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October '24
December 31, 2024
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