Setting Up Conga Contracts for Salesforce

After you have installed the Contracts for Salesforce package, navigate to the Contracts for Salesforce Setup tab.

• If you selected Install for All Users, the appropriate permissions have already been set. You should still assign the Contracts for Salesforce permission set, because it will account for permissions that may be needed for features that are developed in the future.
• If you selected Install for Admins Only or Install for Specific Profiles, you will need to add the Contracts for Salesforce Permission Set to all users who need access to Contracts for Salesforce. You can assign permissions via Profiles or Record Types.

To set up user permissions:

1. In the User Permissions box, click Profile Setup.
2. Click Set Permissions to assign permissions to users.

If you are using trusted IP ranges, contact the Conga Support team for the Contracts for Salesforce static IP addresses. Enter the IP addresses in Salesforce Setup: navigate to Setup > Security Controls > Network Access and in Salesforce Setup, go to Setup > Profile > Login IP Ranges.

Only add the IP addresses below if your organization is currently restricting IP ranges. Adding these IP address without having other ranges currently whitelisted can lock users out of Salesforce. If you have your own security software, you must whitelist these IP addresses in the security software itself.

If you are using trusted IP ranges, enter these static IP addresses in Salesforce Setup, go to Setup > Security Controls > Network Access and Setup > Profile > Login IP Ranges

To connect with OAuth:

1. In the Connect with OAuth box, click Connect. This connects Contracts for Salesforce throughOpen Authorization (OAuth) security.
2. The Allow Access? authorization screen appears. Click Allow. The status changes toConnected.To configure the Salesforce organization:
3. In the Organization Configuration box, click Start Automatic Configuration to configure automatically (Recommended). The Automatic Configuration box appears. (Optional) Click Start Manual Setup to configure manually.
4. Select the Salesforce Object where you would like to use Contracts for Salesforce. This is the object where you create and negotiating documents (like Contracts or Quotes). Multiple objects can be selected.
5. Select the profiles allowed to use Contracts for Salesforce.
6. Click Run Setup.

To assign Email Templates:

(Optional) You can assign a user or company name displayed in outgoing email messages. In the Email From Display Name field, replace Conga on behalf of {{User.Name}} by entering your desired name or add a User Field by selecting the pop-up window icon and search for your desired field.

To assign the Contracts for Salesforce Layout as the Default Layout for your users:

1. In the Contracts Page Layout box, click Configure Layouts.
2. Click Page Layout Assignment.
3. Click Edit Assignment.
4. Select the Conga Redlining Layout for each profile.
5. Click Save.

(Optional): You can add Contracts for Salesforce components to your own layouts. You must add the following:

• Buttons
• View Redlines
• Send for Negotiation
• Select Primary Document
• Select Clause Bundle
• Fields
• Primary Document ID
• Primary Document Title
• Related List
• Add the Managed Clauses Related List

To configure the Salesforce File:

1. In the Salesforce File Configuration box, click Configure Files Settings. The Salesforce Files Settings screen appears.
2. Select the Enable Files Sync and Files uploaded to the Attachments related list... checkboxes.To enable Field History for Status and Primary Document fields:
3. In the History Tracking box, click Add History Tracking. The Contract Field History screen appears.
4. Select the Status and Primary Document checkboxes.
5. Click Save.To create a new Email Template Folder for your Contracts for Salesforce email templates:
6. Navigate to Salesforce Setup > Administer > Email Templates > Communication Templates.
7. Click Create New Folder.
8. Name the folder (for example: Contracts for Salesforce Email Templates).
9. Ensure it is accessible to All Users who need to use Contracts for Salesforce.
10. Create or add Email Templates to the newly created folder (ensure you check Available for Use on each Email Template).
11. Return to the Contracts for Salesforce Setup page and select your newly created folder from the list in Negotiation Templates box.

You must have at least one Email Template created in order for end-users to be able to send a document for negotiation.

To create Base Reports:

1. Click Create Reports.
2. This deploys three reports and a dashboard to start reporting.

Congratulations! You have completed Contracts for Salesforce setup.