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

  1. Click the login URL in the welcome email. 
  2. Enter the username and password. 
  3. Click Sign-in and follow the on-screen instructions to change the password.