Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
3B CLM - Document Generation, Redlining & e-Signature
Effortless Contract Management, Seamlessly Built on Salesforce
- Industries
- Financial ServicesGovernmentHealthcare & Life Sciences
- Business Need
- MarketingContract ManagementDocument Generation
- Requires
- None
- Compatible With
- Sales CloudService CloudPlatform Cloud
3B CLM is a comprehensive contract lifecycle management solution designed to streamline contract creation, negotiation, and execution. Built on Salesforce, it offers advanced features for tracking, managing, and analyzing contracts, empowering businesses
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
Additional Requirements
For documents & contracts published to external (non-salesforce) users, you must have "Site" license and at least 1 "Site" set up in the org. View the documentation for more details.
App Details
- Version
- 3B CLM/Autumn 2024 5.1.0
- Listed On
- 12/06/2022
- Latest Release
- 11/21/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 14Custom Tabs: 10Custom Apps: 2
- Lightning Components
- Global: 5App Builder: 0Community Builder: 0
- Languages
- EnglishJapanese
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/14/2022
Additional Details
Our Contract Lifecycle Management (CLM) solution is a 100% Salesforce-native app designed to simplify and streamline the complexities of contract management. With features like automated workflows, real-time collaboration, and seamless integrations, our solution empowers businesses to save time, reduce errors, and stay compliant.
Need help?
3B for Salesforce
London, UK
Feel free to start a chat session or raise a case through our regular support email.
Support Phone+447583331473