The External Integration tab allows administrators to view and manage users authorized through external organizations. You can add one or more external integrations; however, you can make only one as a default IDP.

To add a new external integration

  1. Login to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Admin Console > Organization.
  3. Open the External Integrations tab and click Add New, raising the Add New External Integration screen. 
  4. Choose Identity Provider (Salesforce or Salesforce Sandbox) from the drop-down list and click Authorize, to open the selected IDP's login screen.
  5. Log in with your onboarded Salesforce org credentials.
    If you get any access-related prompts during this process, please allow full access.
    When you log in, the     selected identity provider's external identifier auto-populates the External ID field.
  6. Enter the type of this integration in the Type text field. It is a free-form text field. You can add types such as Dev, QA, UAT, Prod, etc.
  7. Add the description.
  8. Enable the Default IDP toggle to make it a Default External Integration IDP.
  9. Click Save.