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Conga Product Documentation

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CLM for Salesforce

CLM for Administrators

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AI Configurator

The AI Configurator helps users optimize their Salesforce environment using artificial intelligence. It simplifies setting up and configuring AI features like Conga Copilot, Redline AI, and Discovery AI, ensuring seamless integration with the Advantage Platform. The AI Configurator uses APIs to automatically configure the Salesforce org and the Advantage Platform.

An administrator may take on one of several personas, including a customer administrator, partner administrator, or any other administrator, and is responsible for completing the entire setup process.
OrderTaskOwner
1Tenant Onboarding

When you purchase your Conga product, the tenant is onboarded automatically. If you do not have access to the Advantage Platform, please contact your Conga representative.

Note: Onboard the environment directly if the customer already has an existing tenant.

For more information, refer to Logging in to Conga Advantage Platform.

2Launching AI ConfiguratorAdministrator
3

(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform

The administrator can manually configure the Advantage Platform to synchronize Discovery AI data seamlessly with Salesforce.

Launching AI Configurator

Launch the AI Configurator to enable and configure AI features in a Salesforce org on the Advantage Platform.

  • Conga CLM version number 16.783 or later is installed.
    Note: Customers can register their orgs for CLM package push upgrades or upgrade manually. For more on upgrading Conga CLM to the latest version, see Upgrading Conga CLM.
  • The tenant is onboarded.
  • Profile Permission for AI Configurator is set to Default On in User Profiles.
The AI Configurator enables and configures AI features like Copilot, Redline AI, and Discovery AI within your Salesforce org. AI Configurator helps you bring Salesforce tenants onto the Advantage Platform, automatically configuring all required configurations, including external integrations, API connections, URLs, and permissions.
Note: Launching the AI Configurator is a one-time configuration process.

To launch the AI Configurator

  1. Log in to your Salesforce org.
  2. Go to the AI Configurator tab.
  3. Select the Conga Advantage Platform tenant environment from the drop-down menu. The available options are:
    • Preview
    • Production
    Note: To add environments like QA, Staging, or Dev to the default environments, you must configure the APTS_RLPEnvironmentSettings admin property and specify these environments in the code. This overrides the current base URLs for Preview and Production.
  4. Click Launch AI Configurator.
    This launches the AI Configurator on the Advantage Platform.
  5. Log in to Advantage Platform with Conga IdP credentials. For more information, refer to Logging in to Conga Advantage Platform
  6. Select Yes from the Onboarding Copilot, Redline AI, and Discovery AI page.
  7. Click Proceed.
    The AI Configurator configures the following:
    On the Advantage Platform
    • Assigns the role permissions (CongaCoPilotPermissionGroup, CongaCCIUserPermissionGroup, CongaCCIAdminPermissionGroup, CongaCLMAdminPermissionGroup, and CongaPlatformAdminPermissionGroup) to the AuthAutoProvisionUser user role.
    • On the External Integrations tab, the new tenant's Identity Status field displays SUCCESS, indicating that the new tenant organization has been added.
    • The Auto Provision User Enabled field is set to Yes in Admin Console > Organization.
    • In the UI-to-API connection, Cors Origins points to the Salesforce Instance URL, and the Redirect URI points to the Copilot URL on the Advantage Platform.
    • Discovery AI is configured to extract data from the Master Service Agreement (MSA) and Non-Disclosure Agreement (NDA) documents automatically.
    • Provisions within the MSA and NDA documents, along with worksheets, are defined to extract specific data from the documents.
    • The object mapping for Data Analytics Integration (DAI) is automatically set up for common objects from CRM and CLM systems, such as Agreement, Documents, AgreementClauses, and so on. This setup supports:
      • Forward synchronization: Synchronizing data from Salesforce to Advantage Platform through the Extract, Transform, Load (ETL) pipeline.
      • Real-time reverse synchronization: Updating data back to the source instantly.

      You can view these settings in the data synchronization configuration after activating the system or onboarding a tenant.

      Note: This setup works out-of-the-box (OOTB) for standard objects and fields only. Anything additional, like adding new picklist values to standard fields or creating and linking custom fields, must be set up manually.

      The forward synchronization is required for objects like Accounts and Users (only a specific group of users), only if needed. Some tenants may not require all agreement records to be synchronized forward to the Platform. The forward synchronizing of all agreements and corresponding documents is mainly required for the "Import from CLM" feature in DAI. If documents are imported to DAI from external file systems or a SharePoint repository other than Salesforce, then the forward synchronization for agreements from Salesforce to Advantage Platform can be skipped. If the data mapping is set up correctly, both forward synchronization (through the ETL pipeline) and real-time reverse synchronization run smoothly with minimal adjustments.

    In the Salesforce org
    • The AI Configurator enables the Enable Copilot and Enable Redline AI properties in the Comply User Properties setting, which, by default, activates Copilot and Redline AI organization-wide for all users. Administrators can, however, manually adjust user or profile access through the user interface.
    • The APTS_RLPInstanceSettings admin setting automatically populates the AuthorizationURL, the Instance URL of the tenant environment, and the SPAClient ID generated in the UI-to-API connection.
    • Disables the Launch AI Configurator button.
    • Completes the Discovery AI admin configuration.
Users can access Conga Copilot, Redline AI, and Discovery AI.
Optionally, you can manually configure the Advantage Platform to synchronize Discovery AI data back to Salesforce.
Note: For manual set up of Discovery AI in Salesforce org, refer to Setting Up Discovery AI, and in Advantage Platform, refer to Setting Up Discovery AI.

Synchronizing Discovery AI Data between Salesforce and Advantage Platform

This task explains how to manually configure the Advantage Platform for synchronizing Discovery AI data with Salesforce, ensuring seamless integration between the two platforms.

You can configure the Advantage Platform to synchronize Discovery AI data seamlessly with Salesforce. Administrators must manually configure the Salesforce org by whitelisting the platform IP ranges to ensure secure access for customers. This is optional and not required for all customer administrators.
To synchronize Discovery AI data from Conga Advantage Platform to Salesforce
  1. Log in to the Salesforce org.
  2. Go to Setup > Identity > OAuth and OpenID Connect Settings.
  3. Toggle Allow OAuth Username-Password Flows on.
  4. Configure the Connected App feature in your Salesforce org to generate a client ID (consumer key) and a client secret (consumer secret). For more information, refer to Creating a Connected App.
  5. Reset your Salesforce admin user security token.
  6. Log in to ERROR - unresolved reference (variables).
  7. Click the App Launcher () from the top-left corner > Admin Console > Data Sync.
  8. Click the More icon () on the Data Sync UI, and then click Settings. The Settings page appears.
  9. Configure Salesforce and Platform settings. For more information, refer to the "Salesforce Settings" and "Platform Settings" sections in Getting Started with Data Sync.
Discovery AI data from the Advantage Platform is synchronized with your Salesforce org.

April 21, 2025