Conga Product Documentation

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Admin User Interface

Billing admin user interface enables you to access the Billing Apps Page on Advantage Platform after signing-in.

Billing Apps on Advantage Platform

The Advantage Platform offers a streamlined login process by leveraging an external Identity Provider (IDP). This IDP integration is established through the widely adopted OAuth 2.0 protocol, facilitating seamless communication between the application and the external identity provider. Additionally, you have the option to sign in using a SAML username.

This approach eliminates the need to create new login credentials specifically for the Conga Platform application. Instead, you can utilize your existing credentials from trusted third-party identity providers or your SAML username for Signing in. For more information, refer to Signing-in to the Advantage Platform

Signing-in to the Advantage Platform

Your Salesforce org must be onboarded on the Conga Revenue Lifecycle Platform. Contact your Conga Representative to complete the onboarding process.

The Advantage Platform offers a streamlined login process by leveraging an external Identity Provider (IDP). This IDP integration is established through the widely adopted OAuth 2.0 protocol, facilitating seamless communication between the application and the external identity provider. Additionally, you have the option to sign in using a SAML username.

This approach eliminates the need to create new login credentials specifically for the Conga Platform application. Instead, you can utilize your existing credentials from trusted third-party identity providers or your SAML username for Signing in.

  1. Open the Conga Revenue Lifecycle Platform URL in the web browser. For example, https://<org Instance URL>.congacloud.io/. It will redirect you to the Conga Platform login screen.
  2. Select the Identity Provider option from the list to sign in using IDP credentials or enter your username to use SAML to log in.
    Note: Conga Platform supports the following identity providers:
    • Microsoft

    • Salesforce

    • Salesforce Sandbox

    • Dropbox

    • Conga IDP

  3. Click Sign In or Continue depending upon the Sign In method you have selected. You are redirected to the respective Identity Provider or Single Sign-On login screen.
  4. Enter your username and password and click Log In. The Launch your Conga Experience page opens.
  5. Click the Billing Apps tile to access the billing applications.
You have successfully logged into the Advantage Platform and have access to Billing application.