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            Customize the Contract Document Overview Topic for Contract Search

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            3. Salesforce Contracts

            Customize the Contract Document Overview Topic for Contract Search

            Edit the Contract Document Overview topic to reflect your contract search use case and ensure the content aligns with your organization's compliance, legal, and business standards. Customizing this topic helps surface the most relevant context when users interact with contract search results or ask follow-up questions in Agentforce

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer editions.
            User Permissions Needed
            To set up a contract agent:

            Manage AI Agents

            AND

            Data Cloud Architect

            AND

            CLM Admin User

            AND

            Contracts AI User
            1. In Setup, find and select Agentforce Agents.
            2. Click Contract Agent.
            3. Click Open in Builder.
            4. Click Contract Document Overview.
            5. At the bottom of the screen, click New Version.
            6. Make the required changes and save your changes.
            7. Click Activate.

            See Also

             
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