This topic outlines the necessary steps for tenant onboarding. Both the Conga CloudOps team and the customer administrator are involved in this process.
Prerequisites
You have provided the following information to your Conga support representative.
- Your 18-digit Salesforce org ID
- Administrator's first name and last name
- Administrator email ID
- Your Salesforce org domain name. To view the domain details of your Salesforce org, go to Setup > enter
my domain in the Quick Find box and click My Domain.
To onboard a tenant
Conga support representative logs a tenant onboarding request with the following details.
- Salesforce org ID
- Admin user's first name and last name
- Admin user's email ID
On successful onboarding, the admin user receives a confirmation email containing Conga Org details, Conga Identity Provider (IdP) login credentials, and a one-time password.
After changing the password, you must configure the following in the Conga Platform and generate the client ID and client secret, which you require to set up an authentication provider.
- External integration
- Conga API connections (API-to-API connection)
- Conga API connections (UI-to-API connection)
To change the password
- Click the login URL in the welcome email.
- Enter the username and password.
- Click Sign-in and follow the on-screen instructions to change the password.
After changing the password, you must configure the external integrations and Conga API connections (API to API connection and UI to API connection) in the Conga platform and generate the client ID and client secret, which you will later use to formulate the client ID and client secret when configuring an authorization provider and SPAClient ID when creating a new admin setting.