What's New in Conga Revenue Lifecycle Platform

Introduced a new API endpoint:

• User Admin

POST api/user-management/v1/users/{userId}/send-welcome-email

Introduced a new API endpoint:

• Translation Admin

GET api/localization/v1/translations/{locale}/{module}/bulk

Updated topic with information about app creation.

The following endpoint is updated to include the total document count and the number of occurrences count in the response.

• POST /api/search/v1/objects/multiple/query

Updated topic with information about Microsoft Entra and Salesforce as SAML Identity Provider support.

Creating and Managing Dependent Picklist

Creating and Updating Objects

Managing Record Type

Adding and Activating Users

Accessing Apps

Creating Roles

Working with All Object Mappings

New topic with information about the source to target object mapping.

Getting Started with Data Sync

Updated topic with information about data synchronization infrastructure.

Creating Formula Fields

New topic with information about the Conga Platform compatible formula transformation.

Scheduling Data Sync

Updated topic with information about scheduling a sync run.

Creating and Managing Object Mappings

Updated topic with information about object mappings.

User Management APIs

The following API endpoints are added:

• Role Admin
  • PUT ​/api​/user-management​/v1​/roles​/{roleId}​/admin-permissions
  • DELETE ​/api​/user-management​/v1​/roles​/{roleId}​/admin-permissions
• Admin Permissions
  • GET ​/api​/user-management​/v1​/admin-permissions
• Guest User
  • POST ​/api​/user-management​/v1​/user​/guest
  • PUT ​/api​/user-management​/v1​/user​/guest​/{userId}
  • DELETE ​/api​/user-management​/v1​/user​/guest​/{userId}
  • PUT ​/api​/user-management​/v1​/user​/guest​/{userId}​/restore
• Currency Format
  • GET ​/api​/user-management​/v1​/currency-formats
• User
  • GET /api/user-management/v1/user/currency-format

Data APIs

The following API endpoints are added:

• Custom Object
  • PATCH /api/data/v1/custom-objects/{objectName}/bulk
• Record  Type
  • GET /api/data/v1/custom-objects/{objectName}/recordtypes

Schema Manager APIs

The following API endpoints are added:

• Field Definition
  • POST /api/schema/v1/objects/{objectName}/fields/{fieldName}/expression/validate
  • GET /api/schema/v1/objects/formula-functions

• Record Type Definition
  • POST /api/schema/v1/objects/{objectName}/recordtype-entries
  • PUT /api/schema/v1/objects/{objectName}/recordtype-entries/bulk

Conversion Management APIs

The following API endpoints are added:

• Currency Runtime
  • POST /api/currency-management/v1/query/currency-rates/bulk

Configuration Management APIs

The following API endpoints are added:

• Configuration
  • GET /api/config-management/v1/configurations/categories

Accessing App

New topic with information on searching apps, switching between apps, and personalizing favorites for quick access.

Conga API Connections

Managing Application Schema

New topic with information on creating and managing the schema of any object.

Managing Page Layouts

New topic with information on customizing the appearance and functionality of entity record pages and record detail pages.

Importing Users

New topic with information on importing users from the external data source to the Conga Platform. 

Managing Views

New topic with information on saving filtered view of a record and setting it as the default view.

Managing View Settings

New topic with information on controlling which columns are displayed in the grid, freezing/pinning a column range, rearranging the column order, and changing the column width by resizing the necessary columns.

Filtering Records in the Grid View

New topic with information on filtering the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic.

Managing Roles

New topic with information on configuring role-based security on the Conga Platform.

Managing Localization

New topic with information on configuring locale settings and translating text, strings, and labels to any language suitable for the specific region-wise audience. 

Managing Data Sync

New topic with information on syncing data from existing systems at regular, scheduled intervals (or on-demand) to the Conga Platform. 

Search APIs

New REST APIs

Scheduler APIs

New REST APIs

Conversion Management APIs

New REST APIs

User Management APIs

The following API endpoints are added:

• API Connections

  • POST /api/user-management/v1/api-connections/{externalIdentifier}

  • PUT /api/user-management/v1/api-connections/{externalIdentifier}

• User
  • GET /api/user-management/v1/user/guest/token
• Timezone and Locale

  • GET /api/user-management/v1/decimal-symbols

  • GET /api/user-management/v1/digitgrouping-symbols

  • GET /api/user-management/v1/longdate-formats

  • GET /api/user-management/v1/shortdate-formats

  • GET /api/user-management/v1/time-formats

  • GET /api/user-management/v1/digitgroups

  • GET /api/user-management/v1/negativenumber-formats

Schema Manager APIs

The following API endpoints are added:

• Object Definition
  • POST ​/api​/schema​/v1​/objects​/customschema​/import
• Object Metadata
  • POST ​/api​/metadata​/v1​/objects​/customschema​/export

Configuration Management APIs

The following API endpoints are added:

• Configuration

  • POST ​/api​/config-management​/v1​/configurations​/export

  • POST ​/api​/config-management​/v1​/configurations​/import

Localization APIs

The following API endpoints are added:

• Translation Admin

  • POST /api/localization/v1/translations/{locale}/{module}/search

• Translation Runtime

  • POST /api/localization/v1/translations/{module}/bulk

  • POST /api/localization/v1/translations/{module}/bulk/parameters

Email APIs

The following API endpoints are added:

• Email Template

  • POST ​/api​/email​/v1​/email-templates​/render

  • POST​/api​/email​/v1​/email-templates​/{id}

  • DELETE ​/api​/email​/v1​/email-templates​/{id}​/{fileName}​/delete

  • DELETE ​/api​/email​/v1​/email-templates​/{id}​/delete

Extensibility APIs

The following API endpoints are added:

• Custom Code

  • POST​ /api​/extensibility​/v1​/customcode​/{name}​/publish

  • POST ​/api​/extensibility​/v1​/customcode​/{name}​/rollback

  • POST ​/api​/extensibility​/v1​/customcode​/{name}​/debuglog

• Custom Code History
• Api Resource