Salesforce Contracts AI — 生成式 AI 赋能合同管理全流程（练习操作步骤）

本文是《Salesforce Contracts AI — 生成式 AI 赋能合同管理全流程》的练习操作步骤。阅读原文请见：Salesforce Contracts AI — 生成式 AI 赋能合同管理全流程。

1. Sign Up for a Developer Edition Org

1. Sign up for a free [Salesforce Contracts Developer Edition org](https://trailhead.salesforce.com/promo/orgs/salesforce-contracts).
2. Fill out the form (Email + unique Username) and click Sign me up.
3. Open the activation email and click Verify Account, then set your password and challenge question.
4. Connect the org to Trailhead: in the Challenge section, click Connect Org, sign in, Allow, then Yes! Save it.

2. Enable Einstein

1. From Setup, in the Quick Find box, enter Einstein and select Einstein Setup.
2. Ensure the Turn on Einstein toggle is set to On.

3. Draft a Clause with Contracts AI

1. From the Lightning App Launcher, find and select Document Clause Sets.
2. For the clause set you want, click Draft with Contracts AI.
3. Click Got it on the disclaimer message.
4. In the Describe your clause field, enter a description.
5. Click the forward arrow (or press Enter) to let the app draft a clause.
6. Click + to add the clause to the draft state.
7. Select Set as main clause.
8. Click Save to Clause Library to add the clause to the clause library.
9. Save your work.