Setting up Salesforce Org with Conga Platform for CLM

To set up CLM Salesforce with the Conga Platform, administrators must configure both the Salesforce org and the Conga Platform. An administrator may take on one of several personas, including a customer administrator, partner administrator, or any other administrator tasked with setting up the Salesforce org with the Conga Platform. In this topic, this persona is referred to as the customer administrator.  This individual is responsible for completing the entire setup process, with support from the Conga CloudOps team.

The customer administrator is responsible for completing the entire setup process with assistance from the Conga CloudOps team.