Syncing Data between Salesforce and Conga Platform for CLM

You can follow the configurations mentioned in this topic to automatically sync data from Salesforce to Conga Platform for CLM to maintain data consistency across platforms. 

This section covers configurations related to syncing data from Salesforce to the Conga Platform for Contract Lifecycle Management (CLM). For detailed information on the data sync process between Salesforce and Conga Platform, see Managing Data Sync.

Perform the following tasks to sync data from Salesforce to Conga Platform for CLM:

• Configure Salesforce Settings in Conga Platform.
• Configure CLM Config Settings in Conga Platform.
• Configure a Salesforce authentication provider to log in to CLM on Conga Platform using Salesforce credentials.
• Configure the APTS_RLPInstanceSettings admin entry.
• Configure remote site settings.
• Configure triggers to sync the out-of-the-box objects to CLM on Conga Platform.

To configure Salesforce Settings in Conga Platform

For more information, see Salesforce Settings.

To configure CLM Config Settings in Conga Platform

For CLM, you must only configure CLM Config Settings in the Custom Settings. For more information, see Custom Settings. 

To configure a Salesforce authentication provider

1. Go to Setup > Identity > Auth. Providers.
2. Click New and set Provider Type as Open ID Connect.

3. Enter the Name as APTS_RLPInstanceSettings.

4. Enter Consumer Key, Consumer Secret, Authorize Endpoint URL , and Token Endpoint URL. Leave the remaining fields as is. 
   For information on how to fetch the Consumer Key, Consumer Secret, Authorize Endpoint URL, and Token Endpoint URL, see Platform Settings.

5. Click Save.

To configure the admin entry

1. Click the App Launcher icon (), enter Admin, and select Admin.
2. Click New.

3. Enter the following details:

   Field	Value
   Name	APTS_RLPInstanceSettings
   Code	Sample value: {    "fwd_sync_url" :"https://xxx.congacloud.io",    "organization-id":"5ba45b1e-2264-4063-be5f-xxxxxxxxxxx",    "organization-fid":"datatenant-clmst1-5ba86b1e-2268-4062-be9f-xxxxxxxxx",    "user-id":"9743f384-c18c-4455-bfaa-xxxxxxxxxx"    } Contact Conga Support to get the above values.

   For more information, see Admin Entries.

To configure remote site settings

1. Go to Setup > Security > Remote Site Settings.
2. Click New Remote Site.
3. Enter the following details:
   1. Remote Site Name: Enter a remote site name.

   2. Remote Site URL: Enter the remote site URL.
      
      

      

      You must enter the URL that you provided in the Authorize Endpoint URL field.
   3. Disable Protocol Security: Leave the checkbox unselected.
   4. Description: Enter a description.
   5. Active: Select the checkbox.
4. Click Save & New.
5. Enter the following details:
   1. Remote Site Name: Enter a remote site name.

   2. Remote Site URL: Enter the remote site URL.
      
      

      

      You must enter the URL that you provided for fwd_sync_url in the APTS_RLPInstanceSettings admin entry.
   3. Disable Protocol Security: Leave the checkbox unselected.
   4. Description: Enter a description.
   5. Active: Select the checkbox.
6. Click Save.

To configure triggers

1. Go to Setup > Object Manager.
2. Select the Agreement object.
3. Click Triggers > New.
4. In the Apex Trigger window, select the Is Active checkbox.

5. Enter the following code.
   
   

   trigger AgreementDualWriteTrigger on Apttus__APTS_Agreement__c (after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }

   CODE
6. Go to Setup > Object Manager.
7. Select the Attachment object.
8. Click Triggers > New.
9. In the Apex Trigger window, select the Is Active checkbox.

10. Enter the following code.

    trigger AttachmentDualWriteTrigger on Attachment(after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }

    CODE
11. Go to Setup > Object Manager.
12. Select the ContentDocumentLink object.
13. Click Triggers > New.
14. In the Apex Trigger window, select the Is Active checkbox.

15. Enter the following code.

    trigger ContentDocumentLinkDualWriteTrigger on ContentDocumentLink(after insert, after update, after delete) { Conga_4SF.CongaDualWriteUtils.initiateDualWrite(); }

    CODE

You can configure additional objects to sync data. For more information see Admin Entries to Sync Data between Salesforce and Conga Platform for CLM.