CLM (Contracts for Salesforce) for Administrators
With the Conga CLM (Contracts for Salesforce) Guide you can setup your organization for contract lifecycle management.
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Topic |
Description |
|---|---|
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What's Covered |
This guide covers functionality available to Administrators. |
|
Primary Audience |
Conga CLM (Contracts for Salesforce) Administrators |
|
IT Environment |
Refer to the latest Release Notes for information on System Requirements and Supported Platforms. |
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Other Resources |
X-Author for Contracts for Users : Refer to this guide for user setup of documentation generation using MergeService and X-Author for Contracts. |
This guide describes the following tasks:
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- Installing and Configuring Conga CLM (Contracts for Salesforce)
- Setting up Permissions and Licenses
- Setting up the Clause Library
- Migrating from a Sandbox to Production
