The first step of integrating CLM (Contracts for Salesforce) with Contract Intelligence is setting up the administrator console.
To set up the Contract Intelligence Admin Console
- In Salesforce, go to Conga CLM Setup.
- Click Contract Intelligence in the left navigation menu.
- Under Contract Intelligence Admin Console section, click Initial Setup.
- Enter your credentials in the following fields:
- API URL
- API Token
- Click Save.
Results: You can now access the Contract Intelligence Administrator Console.