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CPQ for Advantage Platform

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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 NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Managing Contacts

Editing Contacts

Based on user roles, the administrator has assigned Read and Update permissions on the Contact object and set field permissions for contact fields.
You can update one or more contacts after creating them. To edit multiple contacts, select from the contacts list and make your changes simultaneously.
  1. Select a contact to edit. This displays the Contact Details page
    Note: To customize the layout of the Contacts Details page, it is recommended to clone the required page using CX Studio. Modifications made using the Edit Page button in the page header are session-based and not persisted. As a result, any changes made through this method will be lost once the page is reloaded or navigated away from.
  2. Click the Edit icon (vertical ellipsis).
  3. Update the required details and click Save.
To edit multiple contacts
  1. Navigate to My Contacts to view the contacts list page.
  2. Select a set of contacts to edit or use the Advanced Search option to narrow down the list of contacts. This helps you to filter and find the specific contacts to edit.
  3. Click the Bulk Edit icon. This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Managing Contacts.
  4. Edit the fields and click Save.
    The fields for the selected contacts are updated.

December 2, 2025