Download page Integration with Conga Contracts for Salesforce.
Integration with Conga Contracts for Salesforce
AI Analyze integration steps for Conga Contracts for Salesforce.
To integrate AI Analyze with Conga Contracts for Salesforce, take the following steps:
Go to theConga Contracts Setuptab in the Salesforce instance that the user wants integrate with their AI Analyze environment with.
UnderPlatformsin the left column, clickGeneral.
Enable theExternal File Storagetoggle, and clickSave. This will allows files to move over from Conga AI Analyze into Conga Contracts for Salesforce.
ClickConnectionsunder the Platforms section.
Click the Connect button to establish a connection between Salesforce and the Conga Platform where AI Analyze lives. Follow the prompts to finish setting up the connection to the Conga Platform.
ClickNew External Connectionunder the New External Connections section.
Assign aFriendly Nameto the AI Analyze system connection in this step. Conga recommends using something easily distinguishable, such as Acme Inc. Production AI or Acme Inc. Sandbox AI depending on the Salesforce environment the user is integrating with.
SelectAI Analyzeas the system.
SelectGenerate New Code.
Copy the generated 6-digit code.
Keep this Salesforce page open in the browser, as the user needs to refer back to it in a few steps. In a separate tab, return to the AI Analyze application.
Switch to the browser tab that has the AI Analyze application open.
Click theGearicon at the top right corner of the application.
Click theCLM Integrationlink from the left column.
Assign a friendly name to the Salesforce system by entering aFriendly Namefor the connection on the AI Analyze side. For example, ACME Salesforce Production or ACME Salesforce Sandbox.
SelectSalesforceas the system type.
Paste the 6-digit code into theAuthorization Codebox.
Return to the browser tab that has the Salesforce Conga Contracts Setup page open.
ClickConnectin the New External Connection section.
Conga AI Analyze is successfully integrated with Salesforce.