When syncing data from Salesforce (SF) to the Revenue Lifecycle Platform (RLP), you may come across a scenario where the source system utilizes multiple languages. In such cases, it is essential to have the translation information from the source system. This information is necessary to map with multilingual or non-English modules ensuring sync between both the source and target systems.
This section describes the steps to sync translation data from SF to RLP.

Prerequisite

The source system must have an object with a column that consolidates all language-related information.

To sync translation data

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Data Sync. The Mapped Objects for Data Sync page appears. 
  3. Click Create Object Mapping. A Create Object Mapping page appears.
  4. Enable Is Translation Object toggle.

  5. Enter values in the following fields:

    FieldDescription
    Source Object NameEnter the source object name.
    Target Translation NameEnter the name of the target translation that you want to map to the source object.
    SequenceEnter the sequence to indicate how important an object is. When syncing data, the system considers this number to decide which objects should be synced first.
    Sync API PathEnter the relative API path to invoke the custom API during data sync.
    Source Filter Criteria

    Enter the source system name for filtering out the records. For example, Salesforce.

    Category

    Select the application to which the object belongs, such as CLM, CRM, CPQ, etc.

    Sync Direction

    Select the direction of sync from the dropdown list:

    • Forward: Near Realtime from Salesforce to RLS
    • Reverse: Near Realtime from RLP to Salesforce
    • ETL: Extract, Transform, and Load through Data Sync.
    Custom Query

    Enter the query, including fields and criteria-based filters, to retrieve specific records. It is useful for the Postgres system as a source.

    Source Type

    Select the type of source system a data sync establishes a connection with. It supports Salesforce and Postgres at the moment.

    Skip Delete Sync?

    Enable this toggle to skip the synchronization of deleted records from the source object to the target object. By default, this feature is turned off. For an incremental sync, if a record gets deleted in the source object, the corresponding record must be removed from the target object.

    Is Enabled?

    Enable this toggle if you want the system to consider the object when syncing data.

    This applies to manual data sync. In the case of scheduled data sync, it considers the specific objects you have chosen when creating a sync schedule. For more details on scheduling data sync, see Scheduling Data Sync.

    Is Document Sync Required?

    Enable this toggle to sync the documents. This is only for the CLM application documents.

    Is Complex Array Type?

    Enable this toggle to indicate that an object supports the Complex Array type. Once enabled, you must specify values for the Complex Array Type Field Name and Complex Array Parent ID Field Name from the platform schema.

    This is useful for the Approvals use cases.

    Translation Module Name

    Search and select the translation module where you want to apply the translation.

    Language Column Name

    Enter the language field name from a specific SF object that stores language or locale values, such as 'en', eu', etc.

    Translation ID Column Name

    Enter the language ID field name from a specific SF object. This is necessary for linking translations, such as if it is for translating categories, the field name might be CategoryID within the same object.

  6. Click Save.