What's New in the Conga CLM (Contracts for Salesforce) Guide
February'25
| Document | Publication Date | Topic | Description |
|---|---|---|---|
| February'25 | 24 March 2025 | Contracts for Salesforce Supported Locales | Added a note about Clause Library support for all locales. |
| Save Features in View Redlines |
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| Allowing PDF Renaming for View Redlines | New Topic | ||
| To view redlines and True-Up data: | Updated introduction with new Compare functionality. | ||
| Viewing Comments for View Redlines | New Topic | ||
| Creating Clauses for Contracts for Salesforce Documents |
| ||
| Setting up Clause Level Approvals | Updated Step 9. | ||
| Setting Up Obligation Management | Added the "Enabling Remove Obligation Upon Deletion of Managed Clause" section. | ||
| 24 Feb 2025 | Setting Up Obligation Management | Added the following new sections:
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| 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 | New Topic | |
11 Nov 2024 | New Topic | ||
New Topic | |||
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23 Oct 2024 | New Topic | ||
New Topic | |||
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New Topic | |||
Added the Access and Restrictions section. |
June '24
Document | Publication Date | Topic | Description |
|---|---|---|---|
June '24 | 23 Aug 2024 | New Topic | |
New Topic | |||
New Topic | |||
08 Aug 2024 | New Topic | ||
Updated Step 1. | |||
18 Jul 2024 | 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 | |
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 |
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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 |
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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 | |
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 | |
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. | |
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 | |
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. | |
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 | |
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. | |
Clause Level Approval Custom Permissions | Updated column names with correct terminology. | ||
15 Sep 2022 | Using the Automatic Configurator | Updated the following:
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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 | |
Adding an Approval Step to your Clause | Updated Steps | ||
18 May 2022 | CLM (Contracts for Salesforce) Implementation Guide | New Topic | |
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 | |
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. |
