Set up Contract Search manually to get fast, reliable answers across thousands of
contracts. Use natural language to ask questions and receive relevant results along with
AI-generated summaries.
Required Editions
Important Starting Winter ’26, Salesforce recommends setting up Contract Search by
deploying the Contract Document data kit. See Set Up Contract Search By Using Prebuilt Data Kit. Manual setup steps
apply only to customers who configured Contract Search in Summer ’25.
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer editions.
Sequence to Complete Contract Search Setup Manually
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