After establishing a CLM Connection, Reports will be visible nested under the connection name. At this time Reports are not setup to work with a Salesforce > AI Platform connection.
Four report types can be selected:
STATUS
DESCRIPTION
All Status
Returns records with all three possible sync statuses: Stuck in Queue, Sync Errors, Synchronized.
There were sync errors. Check your mapped objects and data fields then try to sync again.
Synchronized
Your records were synced successfully from Salesforce to Conga Contracts.
Each object mapping that is currently established is selectable using the multi select drop down. The different mappings can be multi-selected using the SHIFT key.
For the initial rollout the object mapping currently displays the name of the Conga Contracts object. If you have object mapping for Additional Forms setup, the UUID of the Additional Form will be displayed.
After clicking the Submit button, the user will receive an email notifying them when their report is ready to be downloaded. The status of the report will initially display Processing. The user will need to refresh the page, and when the report is ready to be downloaded the Status will be updated to Success and a download link will be displayed for the exported report.
List of Fields returned in Report Data
RecordMappingId – Platform record mapping ID
ObjectMappingId – Platform Object mapping ID
SalesforceSystemIdAndSalesforceObjectName – SF Org ID | SF Object name
SalesforceId – record ID
SalesforceToExternalStatus – SF > external connection sync status
SalesforceToExternalStatusMessage
SalesforceLastStatusChangedDateTime
SalesforceLastSyncDateTime
ExternalSystemIdAndExternalObjectName – CC Org ID | CC Object name
ExternalId – CC UUID
ExternalToSalesforceStatus – CC > external connection sync status