Contracts for Salesforce for Salesforce February25.03.24 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the Contracts for Salesforce February25.03.24 release. For documentation updates, see What's New in Contracts for Salesforce Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
You can register your org for Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (production or sandbox) to the latest versions. In addition, it ensures that all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Upgrade Program.
| Package | Latest Certified Version | |
|---|---|---|
| Name | Number | |
2.129 (New) | Conga Contracts | 2.129 |
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to CLM (Contracts for Salesforce) in this release.
Enhanced Locale Support in the Clause Library
The Clause Library now supports locales containing more than two words (for example: en_IE_Euro). See Contracts for Salesforce Supported Locales in the Contracts for Salesforce documentation for more information.
Save Latest Version Option
”Save Latest Version” is now available from the Options dropdown list on the View Redlines page. See Save Features in View Redlines in the Contracts for Salesforce documentation for more information.
Microsoft Office 365 Integration Warning Enhancement
You will now receive a warning banner if an inactive clause or subclause is part of the managed clause in a contract agreement while using the Microsoft Office 365 integration.
Allow PDF Renaming on View Redlines
Administrators can enable a feature to allow users to rename documents when using the Save PDF, Save and Download, and Save Latest version on the View Redlines page. See Allowing PDF Renaming for View Redlines in the Contracts for Salesforce documentation for more information.
View Redlines Compare and Comments Enhancements
We have removed the Compare button from the View Redlines page and can now compare documents directly on the View Redlines page itself. You can also now view comments on any view comments screen. For more information, see To view redlines and True-Up data and Viewing Comments for View Redlines in the Contracts for Salesforce documentation.
Clause Library Enhancements
You can now view the related tab of a Clause in the Clause Library to see if the Restrict to Alternate Clauses or Changes Require Approval options were selected during clause creation.
For more information on these options, see Creating Clauses for Contracts for Salesforce Documents and Setting up Clause Level Approvals in the Contracts for Salesforce documentation.
Clause Library User Interface Update
We have provided helptext for various fields throughout the Clause Library. Click the “i” icon next to a field’s name for a brief description of the field’s purpose.
Remove Obligation Upon Deletion of Managed Clause Feature
The new Enabling Remove Obligation Upon Deletion of Managed Clause feature automatically removes an Obligation from a Managed Obligation when the Parent Clause is deleted from the Managed Clause. For more information, see Setting up Obligation Management in the Contracts for Salesforce documentation.
Fixed Issues
There are no fixed issues in this release.
Known Issues
There are no known issues in this release.
DOC ID: CFFEB25PRN20250402
