Data Sync Configuration
Data Sync refers to the automated transfer of data between Salesforce and Conga Advantage Platform.
After your organization and admin user have been onboarded, you must synchronize data from the source system to the Conga Advantage Platform. Before synchronizing data, you must connect the source and target systems. This section shows how to configure this connection.
Data sync supports only Salesforce as the source system.
You may come across source object fields that use formula expressions, such as SalesPrice * Quantity, for example, to calculate the net price of a line item. These source formula expressions might be written differently or in a format that is incompatible with the formula expressions supported by the Conga Advantage Platform. To ensure smooth synchronization, convert these source formula expressions into Advantage Platform-compatible formats. For more information on transforming formula expressions, see Creating Formula Fields.