Contracts for Salesforce

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Conga Product Documentation

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Contracts for Salesforce

Contracts for Salesforce Contents

About Conga Contracts for Salesforce

What's New in the Conga CLM (Contracts for Salesforce) Guide

CLM (Contracts for Salesforce) for Administrators

CLM (Contracts for Salesforce) for Users

Conga Customer Community & Learning Center Resources

What's New in the Conga CLM (Contracts for Salesforce) Guide

February'25


Document	Publication Date	Topic	Description
February'25	24 Feb 2025	Redlining and True-Up Features Overview	Updated "Save Features in View Redlines" section. Added information about identifying inactive clauses with icons un the "To view redlines and True-Up data" section.
		Setting Up Obligation Management	Added the following new sections: View Associated Clauses Deactivating Obligations Enabling Inactive Obligations
		Handling Inactive Clauses	New Topic
		Data Tag Handling for Unknown Changes	New Topic
		Managed Clauses	Added a bullet point with information about how to view inactive Managed Clauses.
		Setting up the Select Managed Obligations Button	Updated the "Adding Obligations with the Select Managed Obligations button" section result information.
		Deactivating a Clause Bundle	New Topic
		Deactivating a Clause Category	New Topic
		Deactivating a Clause Type	New Topic
		Deactivating a Clause	New Topic
		Redlining and True-Up Features Overview	Added "Viewing Modified Content Only" section.
		Creating and Adding Alternate Clauses	Added a not about how inactive alternate clauses and subclauses are handled.
		Setting up Conga Orchestrate	Added a note about how Conga Orchestrate handles inactive clauses.

October '24


Document	Publication Date	Topic	Description
October '24	12 Dec 2024	Filtering Clauses	New Topic
	11 Nov 2024	Data Tag Fidelity Overview	New Topic
		Enabling Data Tag Fidelity	New Topic
		Adding Data Tags Back with Microsoft Word	New Topic
	23 Oct 2024	Enabling Conga Copilot	New Topic
		Accessing Conga Copilot	New Topic
		Working with Conga Copilot	New Topic
		Asking Questions with Conga Copilot	New Topic
		Viewing a Contract Summary with Conga Copilot	New Topic
		Clause Library for Conga Contracts for Salesforce	Added the Access and Restrictions section.

June '24


Document	Publication Date	Topic	Description
June '24	23 Aug 2024	Managed Clause Configuration	New Topic
		Enabling Managed Clause Configuration	New Topic
		Adding Custom Additional Fields to Clause Bundles	New Topic
	08 Aug 2024	Adding Custom Additional Fields to Clauses	New Topic
	08 Aug 2024	Viewing Clause Bundle Details	Updated Step 1.
	18 Jul 2024	Viewing Clause Bundle Details	New Topic

February '24


Document	Publication Date	Topic	Description
February '24	06 Jun 2024	Setting up the Select Managed Obligations Button	New Topic
		Customizing Labels for Office 365 Setup	New Topic
		Customizing Labels for Office 365 Review Pages	New Topic
		Customizing Labels for Approvals Pages for View Redlines	New Topic
		Customizing Labels for Quickstarts	New Topic
		Customizing Labels for Agreement Lifecycle Setup	New Topic
		Customizing Labels for Cycle Time Reporting	New Topic
	15 May 2024	Activating Remote Site Settings for X-Author for Contracts	New Topic
	08 May 2024	Viewing Office 365 Review Comments	New Topic
	08 May 2024	Customizing the Account Obligation Viewer Widget	New Topic
	03 May 2024	Connect with OAuth	Updated entire topic
	24 Apr 2024	Enabling the Quickstarts Configuration Links	New Topic
		Identifying Quickstart Example Records	New Topic
		Customizing Labels for the Clause Library	New Topic

October '23


Document	Publication Date	Topic	Description
October '23	02 Apr 2024	User Type Permissions for CLM (Conga Contracts for Salesforce)	Updated entire topic
	03 Jan 2024	How to Use True-Up All	The limitation note was moved to the top of the page.
	14 Dec 2023	Setting up the Contract Intelligence Administrator Console	Added a note that users must add the Endpoint as a remote site setting.
	12 Dec 2023	Quickstarts Overview	Changed mentions of "Business Process Automation" to "Quickstart"
		Setting up the MSA for Sales Cloud Quickstart	Changed mentions of "Business Process Automation" to "Quickstart" Added step 19 and step 20
		Setting up the NDA Quickstart	Changed mentions of "Business Process Automation" to "Quickstart"
		Setting up the Order for Opportunity Quickstart	Changed mentions of "Business Process Automation" to "Quickstart"
		Setting up the MSA and Order for CPQ Quickstart	Changed mentions of "Business Process Automation" to "Quickstart"
		Creating a MSA Contract Request	Changed mentions of "Business Process Automation" to "Quickstart"
		Creating a NDA Contract Request	Changed mentions of "Business Process Automation" to "Quickstart"
		Creating an Order for an Opportunity	Changed mentions of "Business Process Automation" to "Quickstart"
		Creating an Order for a Quote	Changed mentions of "Business Process Automation" to "Quickstart"
		Starting a Review Cycle with Office 365	Updated steps Added note about file name restrictions
		Viewing an Office 365 Integration Review Cycle	Updated steps
		Ending a Review Cycle	Updated steps
	03 Nov 2023	Creating an Email Template for the Office 365 Integration	New Topic
	03 Nov 2023	Setting up Obligation Management	Added sections on editing definitions for Lifecycle Agreements and creating Primary Counterparty Lookups.
	25 Oct 2023	Exporting with the Migration Utility for the Clause Library	Updated step 1
	25 Oct 2023	Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs	Updated steps for exporting and importing clause categories
	04 Oct 2023	Setting up Obligation Management	New Topic

June '23


Document	Publication Date	Topic	Description
June '23	27 Sep 2023	Quickstarts Overview	New Topic
		Setting up the MSA for Sales Cloud Quickstart	New Topic
		Setting up the NDA Quickstart	New Topic
		Setting up the Order for Opportunity Quickstart	New Topic
		Setting up the MSA and Order for CPQ Quickstart	New Topic
		Creating a MSA Contract Request	New Topic
		Creating a NDA Contract Request	New Topic
		Setting up the Order for Opportunity Quickstart	New Topic
		Creating an Order for a Quote	New Topic
	18 Aug 2023	Enabling Additional Rich Text Formatting for Contracts for Salesforce	Added new bullet for the Replace P Tags setting.
	08 Aug 2023	Conga Contracts for Salesforce Technical Requirements	Updated supported versions of Microsoft Word and Office 365.
	08 Aug 2023	Configuring Word to Trust the Conga Contracts Production Server	New Topic
	07 Jun 2023	Integrating with Microsoft Office 365	New Topic
		Preparing for Office 365 Review	New Topic
		Setting up Office 365 Review	New Topic
		Configuring the Office 365 Integration with Contracts for Salesforce	New Topic
		Adding Office 365 Lightning Components	New Topic
		Creating Office 365 Integration Buttons	New Topic
		Adding Collaborators for Office 365	New Topic
		Starting a Review Cycle with Office 365	New Topic
		Viewing an Office 365 Integration Review Cycle	New Topic
		Ending a Review Cycle	New Topic

February '23


Document	Publication Date	Topic	Description
February '23	17 May 2023	Integrating with Slack	New Topic
		Setting up Slack for Salesforce	New Topic
		Configuring the Contracts for Salesforce Slack Integration	New Topic
		Creating a Slack Channel with the Contracts for Salesforce Slack Integration	New Topic
	21 Apr 2023	Bulk Uploading Documents to Contract Intelligence	New Topic
		Accessing the Intelligent Document Import Button	Added bulk upload note.
		Accessing the Intelligent Document Dashboard	Added bulk upload note and how to access the Intelligent Document Dashboard tab.
		Adding the Intelligent Document Dashboard	Added bulk upload note and how to add the Intelligent Document Dashboard tab.
		Adding the Intelligent Document Import Button	Added bulk upload note.
	05 Apr 2023	Configuring Objects for Cycle Time Reporting	Added a note to step 6.
	30 Mar 2023	Overview of Document Buttons for Conga Contracts for Salesforce	Updated topic content and name. Formerly "Overview of Composer Document Generation Buttons for Conga Contracts for Salesforce".
	16 Mar 2023	About Cycle Definitions	New Topic
		Creating Default Cycle Definitions	New Topic
		Creating Custom Cycle Definitions	Updated topic. Formerly named "Creating Cycle Definitions".
		Setting Up Business Hours	Updated topic with information on multiple business hours support.
	16 Feb 2023	Accessing Sample Cycle Time Reports	New Topic
	16 Feb 2023	CLM (Conga Contracts for Salesforce) Contract Agreement Object	Added "How to Update the Contract Agreement Status Field" section.
	08 Feb 2023	Cycle Time Reporting for Contracts for Salesforce	Updated introduction.
	08 Feb 2023	Setting Up Business Hours	New Topic

September '22


Document	Publication Date	Topic	Description
September '22	02 Feb 2023	Cycle Time Reporting for Contracts for Salesforce	New Topic
		Enabling Cycle Time Reporting	New Topic
		Creating Custom Cycle Definitions	New Topic
		Configuring Objects for Cycle Time Reporting	New Topic
		Enabling Set Document Type	New Topic
	09 Nov 2022	CLM (Conga Contracts for Salesforce) Contract Agreement Object	Updated with Contract Collaborators section. Removed Contract Responsibility section.
		Using the Automatic Configurator	Updated to include Contract Collaborators. Removed Contract Responsibility.
		What's in the Contracts for Salesforce Package?	Updated to include Contract Collaborators. Removed Contract Responsibility.
		User Type Permissions for CLM (Conga Contracts for Salesforce)	Updated to include Contract Collaborators. Removed Contract Responsibility.
	20 Oct 2022	Viewing Clause Guidance	New Topic
	20 Oct 2022	Enabling Clause Guidance for View Redlines	New Topic
	19 Oct 2022	Redlining and True-Up Features Overview	Removed a duplicated paragraph.
	12 Oct 2022	Migrating the Clause Library and Orchestrate Definitions between Salesforce Orgs	Changed topic name, new introduction, and revised steps.
	03 Oct 2022	View Redlines and Send for Negotiation errors related to OAuth	Added workaround to the topic.
	03 Oct 2022	Clause Level Approval Custom Permissions	Updated column names with correct terminology.
	15 Sep 2022	Using the Automatic Configurator	Updated the following: Create a lookup field from Version History, Contract Responsibility, and Approval Request objects to each selected object using the CFS_{ObjectName}__c convention.

May '22


Document	Publication Date	Topic	Description
May '22	01 Sep 2022	Viewing comments in Negotiate Mode	Added the following note: Microsoft Word comments will not display in Negotiate Mode when using an incognito or private browser tab.
		Creating an Email Template for Clause Level Approvals	Updated notes to clarify required {{Approval_Review_Link}} formatting.
		Clause Level Approval Custom Permissions	Update topic title and updated incorrect terminology.
	25 Aug 2022	Adding a Locale to a View Redlines Button	New Topic
	21 Jul 2022	Adding Approvers	Updated Steps
	21 Jul 2022	Adding an Approval Step to your Clause	Updated Steps
	18 May 2022	CLM (Contracts for Salesforce) Implementation Guide	New Topic
	18 May 2022	Setting up CLM (Contracts for Salesforce) with Composer and Orchestrate	New Topic
	09 May 2022	FAQ for Contracts for Salesforce installations before 2021	New Topic
		How to Enable True-Up All	Added a note about IF statement support.
		How to Use True-Up All	Added a note about IF statement support.
		Redlining and True-Up Features Overview	Added a note about IF statement support.
	28 Apr 2022	Creating and Adding Alternate Clauses	Updated Steps
	28 Apr 2022	Hiding Buttons on View Redlines Page	Updated Steps
	08 Apr 2022	Integrating with Conga Contract Intelligence	New Topic
		Setting up the Contract Intelligence Administrator Console	New Topic
		Accessing the Contract Intelligence Administrator Console	New Topic
		Adding the Intelligent Document Dashboard	New Topic
		Adding the Intelligent Document Import Button	New Topic
		Setting Up Contract Intelligence Object Configuration	New Topic
		Using Contract Intelligence for CLM (Contracts for Salesforce)	New Topic
		Accessing the Intelligent Document Dashboard	New Topic
		Accessing the Intelligent Document Import Button	New Topic
		CLM (Contracts for Salesforce) for Administrators	An Administrator section was added and associated topics were moved from the Users section.

Summer '21


Document	Publication Date	Topic	Description
Summer 2021 (Rev C)	14 Dec 2021	CLM (Conga Contracts for Salesforce) End-User Process with Composer Document Generation	Updated topic steps and links.
		Overview of the Clause Library	Updated steps and links.
		Configuring a CLM (Conga Contracts for Salesforce) Word Template Solution	Updated steps and links.
		Create Composer Button to Generate Document for Conga Contracts for Salesforce	Updated steps and links.
		Auto-Numbering Clauses	Renamed from "Numbering of clauses when you add or re-order clauses", updated steps, and updated links.
		Merging Sub Clauses into a Contract Document with Composer	Updated steps, graphics, and links.
		Enabling Additional Rich Text Formatting for Contracts for Salesforce	Updated topic name, steps, and bullet points.
		Changing a Document Name	Updated steps.
Summer 2021 Rev B	14 Oct 2021	Managing Approvals in Object Mapping	New topic.
Summer 2021 Rev A	27 Aug 2021	Reporting on Non-standard Clauses	Renamed from "Creating an Inventory of Non-standard Clauses Report" and updated steps.
Summer '21	06 Jul 2021	Replacing a Clause with an Alternate Clause	Updated to remove note stating that CLM (Contracts for Salesforce) is not supported. This feature is now available for CLM (Contracts for Salesforce) with OCC in Summer'21.

Spring '21


Document	Topic	Description
Spring 2021 (Rev A)	Using the Automatic Configurator	Updated the list of actions the automatic configurator performs.
Spring 2021 User Guide	None	There are no new topics for the Spring '21 Release. See What's New in Administrator Guide for new integration features with Online Contract Collaboration.

CLM (Contracts for Salesforce)

March 3, 2025