Managing Trusted Objects

To perform CRUD operations on out-of-the-box (OOTB) objects in the Conga Revenue Lifecycle Cloud, you must designate them as trusted objects. This enables their use with DataHelper for executing custom code. This section describes adding OOTB objects as trusted objects.

To add a trusted object

1. Log in to the Conga Platform as an admin user.
2. Click the App Launcher () icon from the top-left corner, then go to Admin Console > Custom Code.
3. Click the More () icon. 
4. Select Trusted Objects and click New.
   

5. Enter an object name and select values for the Allowed Operations field.
   
   

   Field	Description
   Object Name	Enter the OOTB object name. As you type, the application will display a list of objects corresponding to your keyword.
   Allowed Operations	Select the CRUD operation (HTTP verbs) to perform on the OOTB object through custom code.

6. Click Save. A confirmation message appears.

The trusted object is now available in the Trusted Objects list, allowing you to edit or delete it.