Setting up the Contract Intelligence Administrator Console

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

1. In Salesforce, go to Conga CLM Setup.
2. Click Contract Intelligence in the left navigation menu. 
3. Under Contract Intelligence Admin Console section, click Initial Setup.  
4. Enter your credentials in the following fields:

   • Endpoint

     

     You must add this endpoint as a remote site setting. 

   • Token
   • API URL
   • API Token
   • Tenant
5. Click Save. 

Results: You can now access the Contract Intelligence Administrator Console.