home

Contracts for Salesforce

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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Contracts for Salesforce

Clause Library for CLM (Conga Contracts for Salesforce)

download

Select Managed Clauses in the Clause Library

There are several methods to select Managed Clauses from within the Clause Library which are detailed in the following steps:

Note:

The Managed Clauses tab in the Clause Library is only accessible when adding Managed Clauses.

  1. For Contract Agreement, use the Select Managed Clauses button found on the Managed Clause related list. Categories and Clause Types are sorted alphabetically in the Selected Managed Clause screen. Available clauses are displayed in alphabetical order and the Filter by Type options also lists the Category and Types in alphabetical order.
  2. For all other objects, create a custom button using the following code:

    Select Managed Clauses button URL (New)

    /apex/APXT_Redlining__Contracts? sfdc.tabName=#/UI/ClauseLibrary/ManagedClauses/{!PARENTOBJECT.Id}/SelectClause

    Note: You can still use the old method of adding Managed Clauses but may encounter performance issues such as slow load times and jumping screens when selecting clauses.
Administrator Guide
CLM (Contracts for Salesforce)

August 13, 2025