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.